Capital Wealth Strategies (CWSL) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. CWSL creates an Investment Policy Statement for each client. CWSL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs, although CWSL primarily recommends ETF's to a majority of its clients.
Assets Under Management$55M
Clients116
Advisors1
Avg. per Client$480K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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