Capital Wealth, LLC
Assets Under Management
$57.5M
Number of Clients
248
Number of Advisors
3
Average Client AUM
$232K
AUM per Advisor
$19.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Wealth, LLC provides investment advisory services, including portfolio management via selection of other advisors, financial planning, and educational seminars/workshops. They tailor services to client-specific needs, considering investment objectives, risk tolerance, and restrictions. They also offer consulting services for limited scope engagements.
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. Consulting fees are negotiated, with an hourly rate of $250, but some minimum fees may be higher based on the advisor's credentials and experience. A minimum account balance of $500,000 is generally required.
Areas of Practice
Location
1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043