Capital Wealth Planning (CWP) offers investment management services, creating portfolios of mutual funds, ETFs, and individual securities based on a client's risk profile and investment goals. CWP manages investments with the client's permission to make trades. CWP also sub-advises other registered investment managers. CWP does not sponsor any wrap fee programs.
Assets Under Management$11B
Clients11,690
Advisors9
Avg. per Client$980K
Avg. per Advisor$1.3B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Capital Wealth Planning's investment management fee will not exceed 1.75% of the value of your portfolio each year. The fee is negotiable. The billing method (in advance or in arrears) is determined by client preference. CWP only reduces or waives advisory fees for employees and their family members.
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