Capital Wealth Advisors, Ltd.
Assets Under Management
$113.8M
Number of Clients
193
Number of Advisors
1
Average Client AUM
$590K
AUM per Advisor
$113.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CWA offers financial planning, consulting, and discretionary investment management services. They analyze client financial situations, provide investment recommendations, and monitor portfolios. They manage various securities and exercise discretionary trading authority. CWA also provides business consulting services to financial service professionals.
Fee Structure
Fees for investment management are calculated as a percentage of assets under management, with a maximum fee of 2.0%. Business consulting fees range from $200-$300 per hour and are negotiable. Financial planning and consulting services are charged either on a fixed fee per project basis or at an hourly rate of $250, which may be negotiable. CWA does not require a minimum account size or minimum fee.
Areas of Practice
Location
1755 W. Paradise Dr., West Bend, WI, 53095