TW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$180K average
Assets Under Management
$4.7M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$100 - $10,000
Hourly Rate:$150 - $250/hr
CWALLC charges an annual fee based on assets under management: 1.00% on the first $2,000,000 and 0.80% on amounts above that. These fees are negotiable. Financial planning fees are either fixed (between $100 and $10,000) or hourly (between $150 and $250). Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
218 South Three Notch St, Andalusia, AL, 36420
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capstone Wealth Advisors, LLC
December 2024 - Present · 1 yr 1 mo
State Registrations2 states
ALFL
Advisor
Exams
No exam information available for this advisor.