Capital Wealth Planners provides investment and financial planning services to individuals and other clients. They use model portfolios managed on a non-discretionary basis, and also utilize third-party investment managers. Financial planning services include investment, retirement, estate, charitable, education, and tax planning. They also offer retirement plan consulting to employer plan sponsors.
Assets Under Management$94M
Clients65
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$94M
www.linkedin.com/in/melissa-yano ·www.facebook.com/melissa.yano.9/about ·www.capitalwealthplanner.com
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.60% |
Maximum annual combined fee charged to clients by Capital Wealth Planners and the Third-Party Manager(s) will not exceed 2.25%. The maximum annual fee charged by the Third-Party Manager(s) will not exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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