Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWA's annual fee for portfolio management services ranges up to 2.25%, depending on asset value, service complexity, and administration level. Fees are billed quarterly in advance. Financial planning fees are negotiated based on scope and complexity, with an estimate provided upfront. Fees may be offset if portfolio management services are used. Clients may also incur mutual fund and ETF fees, as well as brokerage charges.
Areas of Practice
Advisor Information
Office location
17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent with Capital Wealth Insurance LLC, dedicating minimal time to this role. He is also an investment advisor with Capital Wealth Alliance LLC, spending nearly full-time hours, and owns Next Chapter Advisory Group as a DBA, with minimal time commitment. Finally, Justin refers individuals for debt repair services through Restore Financial, LLC, spending minimal time on this activity.