Capital Wealth Alliance is a registered investment advisor based in Scottsdale, Arizona, offering discretionary portfolio management, financial planning, and consulting services. Capital Wealth Alliance tailors its investment strategies to meet each client's individual financial goals and risk tolerance, using a range of investment vehicles including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Capital Wealth Alliance also helps clients with participant account management for held-away retirement accounts through third-party platforms. In addition to investment management, Capital Wealth Alliance provides comprehensive or single-subject financial planning, helping clients map out their long-term financial objectives. The firm serves individuals, high-net-worth individuals, and retirement plans, and may coordinate with affiliated insurance and brokerage partners to offer a full suite of wealth management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Annual portfolio management fee ranges up to 2.25% depending on asset value, complexity, and administration level. Fees are negotiable.