CWA Asset Management Group, operating as Capital Wealth Advisors, offers investment management tailored to individual client goals, primarily through separately managed accounts. CWA uses both active and quantitative strategies, including proprietary model portfolios. CWA also provides family office services to ultra-high net worth clients, including tax, estate, and philanthropic planning, as well as financial planning services. CWA may recommend investments in private funds managed by CWA. CWA also offers retirement plan services and insurance services through affiliated businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Investment advisory fees are negotiable. Certain legacy advisory clients pay fees according to a different fee schedule, which could include fees of up to 1.75% of the first $1,000,000 of assets under management, and fees of up to 1.25% of any assets between $1,000,000 and $10,000,000. Clients investing in CWA’s Capital Tax Advantage Strategy (“CTAS”), a tax harvesting strategy, will pay .25% charged quarterly in advance and debited from Client’s account, in addition to the investment advisory fee paid to CWA.