Jose Cruz is a registered investment advisor at Capital Wealth Planning, LLC, based in Naples, FL, with 4 years of industry experience. Jose 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 12,580 clients with $17B 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 | 1.75% |
Fees are negotiable and will not exceed 1.75% of the market value of the client's portfolio. Wrap fee programs may charge additional fees up to a combined maximum of 3.0%.
Fee Estimator
Location
9015 Strada Stell Ct., Suite 203, Naples, FL, 34109
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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 →Employment History
Current Registrations
Capital Wealth Planning, LLC
State Registrations1 state
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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