Capital Wealth, LLC is a registered investment advisor based in Lehi, Utah, offering wealth management services to individuals and high-net-worth clients. The firm focuses on assessing client needs and goals, creating personalized financial plans, and implementing investment strategies primarily by recommending third-party money managers and managed account platforms, such as AE Wealth Management and The Pacific Financial Group. Capital Wealth provides ongoing portfolio monitoring, retirement planning, insurance reviews, and consulting services. Additionally, Capital Wealth assists clients with third-party estate planning solutions and hosts educational workshops. The firm's investment advice generally covers equities, fixed income securities, mutual funds, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally 1.5% annually of assets under management. Certain programs utilize third-party managers where compensation may vary or be paid directly by the platform provider, such as 0.75% for The Pacific Financial Group.