Capital City Wealth Advisors (CCWA) provides financial planning, consulting, and wealth management services. CCWA manages investment portfolios using mutual funds, exchange-traded funds (ETFs), and independent investment managers. CCWA works with individuals, retirement plans, trusts, estates, and charitable organizations. CCWA is affiliated with Capital City Bank Group and Capital City Trust Company.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
CCWA may negotiate a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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