Capitol Wealth Management provides investment and financial planning services. They manage investment portfolios based on your goals, using a tactical approach to reduce risk and improve performance. This may involve various securities and reallocating investments. They also offer financial planning, covering retirement, investments, taxes, insurance, and estate planning. Services are tailored to individual client needs.
Assets Under Management$35M
Clients59
Advisors4
Avg. per Client$590K
Avg. per Advisor$8.7M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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