Capital Wealth Associates, LLC, based in Blue Bell, Pennsylvania, refers clients to third-party investment advisors. They gather information about your financial situation and objectives to recommend suitable advisors. Capital Wealth Associates monitors the third-party advisor's performance to ensure alignment with your goals. You will sign an agreement directly with the third-party advisor and can terminate the relationship according to their terms.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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