Capital Wealth Alliance, LLC
Assets Under Management
$220.5M
Number of Clients
353
Number of Advisors
3
Average Client AUM
$625K
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Wealth Alliance (CWA) is a registered investment adviser offering discretionary portfolio management and financial planning services. Investment advice is tailored to individual client needs and objectives. CWA may use sub-advisers and model portfolios. They also offer participant account management through a third-party platform.
Fee Structure
CWA's annual fee for portfolio management services ranges up to 2.25%, depending on asset value, service complexity, and administration level. Fees are billed quarterly in advance. Financial planning fees are negotiated based on scope and complexity, with an estimate provided upfront. Fees may be offset if portfolio management services are used. Clients may also incur mutual fund and ETF fees, as well as brokerage charges.
Areas of Practice
Location
17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255