Capital Wealth Planning Services offers personalized financial planning and investment advisory services. They work with clients to create tailored financial plans covering investments, education, estate, insurance, and retirement. Clients can choose their investments and place restrictions. Capital Wealth also offers hourly financial consultations. Investment advice is ongoing and paid quarterly as a percentage of assets managed.
Assets Under Management$50M
Clients62
Advisors2
Avg. per Client$810K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.85% |
Fees are negotiable. The hourly fee may be used to offset commissions earned from transactions performed by the IAR for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...