| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Investment advisory fees are negotiable.
9130 Galleria Court, Third Floor, Naples, FL, 34109
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Blaine is involved in numerous business activities, including Capital Wealth Advisors, CWA Asset Management Group, 5th Avenue Brokerage LLC, and several other LLCs related to investment advisory, holding companies, and insurance. Blaine spends about half of his time as the Co-Owner and Chief Operating Officer of CWA Asset Management Group, LLC.