Correct Capital Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various equities, ETFs, mutual funds, cash, and fixed income positions. They also offer financial planning services covering estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives, partnering with other advisors to coordinate efforts.
Fee Structure
Correct Capital charges an annual investment advisory fee that varies between 0.65% and 1.50% of your portfolio. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are billed quarterly in advance based on the average daily balance of the account. Employees and their family-related accounts are charged a reduced fee.