Capital Wealth Planning, LLC manages investment portfolios on a discretionary basis for individuals, high-net-worth clients, trusts, estates, and businesses. Capital Wealth Planning creates customized portfolios primarily using mutual funds, exchange-traded funds, debt, and equity securities, with strategies that include long-term and short-term purchases, trading, and covered option writing. The firm also offers specialized portfolios like its Catholic Values Enhanced Dividend Income Portfolio, which follows faith-based investment guidelines. Capital Wealth Planning works directly with clients or through wrap fee programs, and also acts as a sub-advisor to certain exchange-traded funds. Portfolios are continuously monitored and reviewed annually with clients to ensure they align with individual risk profiles and goals.
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%.