JF
JF
Johan Frisell
27 Years of Experience
Santa Barbara, CA
1 Disclosure
Johan Frisell is a registered investment advisor at Capital Wealth Strategies, LLC, based in Santa Barbara, CA, with 27 years of industry experience. Johan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 116 clients with $55M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
116 clients
Average Client Portfolio
$476K average
Assets Under Management
$55.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3046 De La Vina St, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2017Final
Employment History
Current Registrations
Capital Wealth Strategies, LLC
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2006 - May 2016 · 9 yrs 9 mos
Cambridge Investment Research, INC.Broker
August 2006 - May 2016 · 9 yrs 9 mos
Centaurus Financial, INC.Broker
May 2003 - August 2006 · 3 yrs 3 mos
Centaurus Financial, INC.
May 2003 - August 2006 · 3 yrs 3 mos
Washington Square Securities, INC.
September 2000 - May 2003 · 2 yrs 8 mos
Washington Square Securities, INC.Broker
May 1998 - May 2003 · 5 yrs
State Registrations2 states
CATX
Advisor
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.
Exams
No exam information available for this advisor.