CapWealth Advisors is a registered investment advisor that offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services, which can be offered as a stand-alone service or combined with investment management. CapWealth tailors its services to meet the individual needs of each client, considering their investment objectives, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees listed are for investment advisory accounts. Fixed income accounts have a different fee schedule: Up to $1,000,000: 0.50%, $1,000,001 to $2,000,000: 0.45%, $2,000,001 to $3,500,000: 0.40%, $3,500,001 to $5,000,000: 0.35%, $5,000,000 +: 0.30%. Minimum annual account fee is $5,000. An annual administrative fee of $400 is also charged per account.