Michael Stevens is a registered investment advisor at Capital Wealth, LLC, based in Lehi, UT, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 290 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally 1.5% annually of assets under management. Certain programs utilize third-party managers where compensation may vary or be paid directly by the platform provider, such as 0.75% for The Pacific Financial Group.
Fee Estimator
Location
3400 N Ashton Blvd, Suite 190, Lehi, UT, 84048
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Michael is the owner and insurance agent at CWA Insurance Services, LLC, focusing on fixed insurance sales, dedicating about half their time. He also serves as a board member for Junior Achievement of Utah and is a member of Hunt Logic, LLC, each requiring minimal time commitment.
Employment History
Current Registrations
Capital Wealth, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Retirement Wealth Advisors, INC.
Cetera Advisors LLCBroker
Sammons Securities Company, LLCBroker
State Registrations3 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.
Exams
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