Capitol Wealth Management (CWM) offers comprehensive financial planning covering tax, cash flow, investment, risk management, education, financial independence, estate, executive benefits, and insurance planning. CWM also provides individualized investment management services, creating portfolios based on client risk tolerance and suitability. CWM's Investment Advisory Representatives open brokerage accounts for clients and provide ongoing portfolio evaluation.
Assets Under Management$90M
Clients29
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. The rate from the previous tier (0.5%) will be the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...