Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth charges a flat 1.5% annual fee for portfolio management via selection of other advisors. Financial planning fees range from $5,000 to $50,000 based on complexity. Hourly consulting is available at $250/hour, with potential minimums based on advisor credentials. Clients are responsible for third-party fees like custodian and brokerage fees. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043
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
Chad is an insurance agent selling fixed insurance through CWA Insurance Services, LLC. This activity takes about half of Chad's time.