Capital Wealth Alliance (CWA) provides investment advice and portfolio management tailored to individual client needs. CWA offers discretionary portfolio management, financial planning services, and may use sub-advisers to manage portions of client accounts. CWA also uses a third-party platform to manage held away assets such as defined contribution plan participant accounts, with discretion.
Fee Structure
Capital Wealth Alliance's annual fee for managing your investments can be up to 2.25% of the market value of your assets. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is calculated each quarter, in advance, based on your account balance at the end of the previous billing period. This fee is negotiable.