Capital Wealth Advisors (CWA) offers financial planning, consulting, and investment management services. CWA provides investment management by analyzing a client's financial situation, goals, and restrictions, then makes investment recommendations. CWA can manage stocks, bonds, mutual funds, and other securities. CWA also provides financial planning and consulting services, including developing financial goals and objectives, preparing financial plans, and helping clients implement those plans.
Fee Structure
Capital Wealth Advisors' fee for managing your investments is a percentage of the total value of the investments they manage. In addition to this advisory fee, the account custodian will charge transactional, administrative, servicing fees, and commissions. The maximum fee charged is 2.0%. Fees are payable monthly.