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Capital Wealth Investments
Scranton, Pennsylvania
Capital Wealth Investments, a reputable investment advisory firm, is headquartered in Scranton, PA, with three office locations. With a team of three dedicated professionals, two of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. On average, each investment advisor manages approximately $128,280,000 in assets, reflecting their proficiency in handling substantial portfolios.
The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, ensuring a customized approach to meet the unique needs of their clients. A...see more
Assets Under Mgmt
$256.56M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other: SELECTION OF SUB ADVISORS
Reviews for Capital Wealth Investments
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