Correct Capital Wealth Management, LLC is a registered investment advisor located in Clayton, Missouri, offering personalized investment management, wealth management, financial planning, and retirement plan consulting. Founded in 2018, Correct Capital Wealth Management tailors advisory services to individuals, high-net-worth families, businesses, and trusts, operating on both discretionary and non-discretionary bases. The firm builds diversified portfolios primarily using equities, exchange-traded funds, mutual funds, certificates of deposit, and fixed income securities. In addition to portfolio management, Correct Capital Wealth Management assists clients with holistic financial planning—covering estate planning, tax strategies, charitable giving, cash flow, and wealth transfer—and coordinates with clients' other professional advisors like certified public accountants and estate attorneys. The firm also provides consulting services for retirement plans under federal retirement plan rules and utilizes third-party platforms such as Envestnet to offer separately managed accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.65% to 1.50% based on account size, complexity, and activity. Fees are negotiable in certain circumstances.