Capital Wealth Investments offers personalized investment advice and financial planning to individuals, families, and businesses. CWI provides portfolio management based on your goals and risk tolerance, and can use sub-advisors for specialized investments. Financial planning covers cash flow, retirement, insurance, investments, education savings, and estate planning. CWI also offers pension consulting services to individuals and organizations.
Fee Structure
Capital Wealth Investments charges a percentage of your portfolio each year for investment management services, payable quarterly. The exact fee is negotiable. Sub-advisors may also charge separate fees, which are debited directly from your account. This fee does not include brokerage commissions or other transaction fees.