Capital Wealth Advisors offers portfolio management, financial planning, and family office services primarily to individuals, high-net-worth families, trusts, and businesses. The firm builds customized investment portfolios using a mix of active research and quantitative stock selection models, tailored to each client's specific financial goals, risk tolerance, and time horizon. Capital Wealth Advisors provides both discretionary and non-discretionary management, meaning advisors can make trades on your behalf or ask for your approval first, depending on your preference. In addition to traditional investment management, the firm offers specialized wealth planning, tax-aware strategies, and access to private investment funds and insurance products through affiliated entities. Capital Wealth Advisors emphasizes a personalized approach, documenting each client's strategy in an investment policy statement and accommodating individual restrictions on certain securities when possible.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Fees are negotiable. Certain legacy clients pay up to 1.75% on the first $1M and 1.25% on assets between $1M and $10M. Specialized strategies like the Capital Tax Advantage Strategy incur an additional 0.25% annual fee.