Capwealth Advisors, LLC
Assets Under Management
$1.7B
Number of Clients
1,159
Number of Advisors
10
Average Client AUM
$1.5M
AUM per Advisor
$170.5M
Compensation
Fee-Only (AUM)
About This Firm
CapWealth Advisors, LLC is an SEC-registered investment advisor offering investment supervisory services, management of investment advisory accounts, and financial planning. Services are provided on a discretionary or non-discretionary basis, tailored to individual client needs. They advise on various investments, including alternative investments, stocks, bonds, and mutual funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
CapWealth charges an annual management fee based on a percentage of assets under management, deducted quarterly in advance. The minimum account size is $1,000,000, but this is subject to senior management discretion. The minimum annual account fee is $5,000, which may be waived. An annual administrative fee of $400 is also charged per account to cover performance measurement and reporting. Financial planning is provided as part of comprehensive wealth management services without additional charge, but fixed fees may be charged for financial planning projects outside of traditional wealth management services.
Areas of Practice
Location
4031 Aspen Grove Drive, Suite 600, Franklin, TN, 37067