Capital Wealth Group (CWG) offers investment management and financial planning services. CWG develops investment plans based on clients' goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. CWG also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$24M
Clients31
Advisors1
Avg. per Client$770K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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