Capital Advisors Wealth Management provides investment management, comprehensive portfolio management, and standalone financial planning and consulting services to individuals, families, businesses, and retirement plans. Capital Advisors Wealth Management builds personalized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, and may also utilize third-party money managers to implement investment strategies. For portfolio management clients, Capital Advisors Wealth Management continuously monitors investments and rebalances portfolios based on individual risk tolerance, goals, and time horizons. In addition to investment services, Capital Advisors Wealth Management offers standalone financial planning covering retirement, estate planning, tax strategies, education funding, and insurance analysis. Capital Advisors Wealth Management acts in the client’s best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable. In rare cases, a flat dollar amount fee may be agreed upon, not to exceed 1.25% of assets under management. Fees for third-party money managers are separate and in addition to Capital Advisors Wealth Management's advisory fees.