Capital Wealth Management offers customized investment advice to individuals, trusts, foundations, endowments, businesses, and other investment advisors. Capital Wealth Management works with clients to identify their investment goals, risk tolerance, and financial situation to determine the appropriate portfolio. The firm primarily uses low-cost, diversified mutual funds to achieve client investment goals. Capital Wealth Management also offers seminars on investments, retirement planning, and financial and estate planning.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$600K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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