Kevin Simpson is a registered investment advisor at Capital Wealth Planning, LLC, based in Naples, FL, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,690 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth Planning's investment management fee will not exceed 1.75% of the value of your portfolio each year. The fee is negotiable. The billing method (in advance or in arrears) is determined by client preference. CWP only reduces or waives advisory fees for employees and their family members.
Location
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109
Get directionsHistory
Regulatory History (2)
Regulatory
July 2011Regulatory
September 2010Other Business Activities
Kevin is a member of several real estate LLCs, including JK Leasing, OCNJ, Big Timbers Lodge, QCV, and Gulf Shore Boulevard. Kevin also hosts and authors an investment-related podcast called "Covered Calls with Kevin Simpson," dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Capital Wealth Planning, LLC
Previous Registrations
Qfa, LLC
Calton & Associates, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Linsco/private Ledger CORP.Broker
Bainbridge Securities INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Fahnestock & CO., INC.Broker
Thomas James Associates, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.