Capital Advisors Wealth Management (CAWM) provides ongoing investment management based on your individual goals and risk tolerance. CAWM creates a plan to help select a portfolio that matches your specific situation. CAWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$12M
Clients55
Advisors2
Avg. per Client$220K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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