Capital Wealth Planning, LLC
Assets Under Management
$11.4B
Number of Clients
11,690
Number of Advisors
9
Average Client AUM
$977K
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)
About This Firm
Capital Wealth Planning, LLC (CWP) provides discretionary investment advisory services to separately managed accounts and other registered investment managers (on a sub-advisory basis). CWP creates portfolios comprised of mutual funds, ETFs, and/or debt and equity securities based on client's individual needs and risk tolerance.
Fee Structure
CWP's annual fee for Investment Management Services will not exceed 1.75% of the market value of the client’s portfolio, including cash and cash equivalents. The fee is subject to negotiation. CWP only reduces or waives advisory fees for employees and their family members. CWP requires new clients to have a minimum account size based on a strategy offered as follows: $100,000 for Hedged ETF Portfolio, $300,000 for Enhanced Dividend Income Portfolio, and $1,000,000 for Tactical Transition.
Areas of Practice
Location
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109