Capital Wealth provides investment advisory services, including assessing client needs, financial planning, and recommending third-party money managers or passive investment vehicles. CW also offers financial planning services covering investment planning, life insurance, tax planning, and retirement income planning. CW may also provide consulting services on a limited scope.
Assets Under Management$57M
Clients248
Advisors3
Avg. per Client$230K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Capital Wealth recommends third-party money managers to manage your investments.
If you have at least $500,000 to invest, Capital Wealth charges 1.5% of your portfolio per year.
If Capital Wealth directs you to The Pacific Financial Group, the fee is 0.75% of your portfolio per year.
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