Capital Advisors Wealth Management offers investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. They then create an investment approach using stocks, bonds, ETFs, and mutual funds. They also offer financial planning services covering retirement, estate, tax, and education planning. Capital Advisors Wealth Management utilizes third party managers for certain client accounts.
Fee Structure
Capital Advisors Wealth Management offers comprehensive portfolio management where the maximum annual fee is 1.25% of the value of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance. In rare cases, a flat dollar amount fee may be agreed upon, not exceeding 1.25% of the assets they manage. The fees for third party management services are separate and in addition to Capital Advisors Wealth Management's advisory fees.