Capital Wealth Planning Services offers ongoing investment management and financial planning services to individuals, primarily in Maine. The firm helps clients manage their personal investment portfolios and provides comprehensive financial planning, specific planning projects, and hourly consultations covering retirement, education, estate, and insurance needs. Capital Wealth Planning Services follows a long-term investment approach with an emphasis on asset allocation and diversification. Clients can choose to implement recommendations through various broker-dealers or insurance agencies. Note that the firm's owner plans to transition accounts to a new corporate platform and close operations.
Assets Under Management$50M
Clients62
Advisors1
Avg. per Client$810K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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