CapWealth Advisors manages investment portfolios and provides personalized financial planning for individuals, high net worth clients, and institutions. CapWealth emphasizes continuous account supervision and customized strategies using fundamental and technical analysis. Services include investment management, retirement planning, tax strategies, estate planning, education funding, and risk management. CapWealth operates as a registered investment advisor based in Franklin, Tennessee, and primarily recommends that clients hold their assets with Charles Schwab & Co.
Assets Under Management$2B
Clients1,429
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
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% |
Fixed-income only accounts have separate rates ranging from 0.50% down to 0.30%. Minimum annual fee of $5,000 applies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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