Capital Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. Services include asset management, financial planning, and retirement plan consulting. Capital Wealth Management creates an Investment Policy Statement for each client, and manages accounts primarily on a discretionary basis.
Assets Under Management$1B
Clients628
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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