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Capital Wealth Advisors, Ltd.
West Bend, Wisconsin
5.0
2 Reviews
Capital Wealth Advisors, Ltd. is a small, yet highly successful, investment advisory firm based out of West Bend, WI. With a total of two dedicated employees, they specialize in providing exceptional investment advisory services to their esteemed clients. Capital Wealth Advisors, Ltd. sets themselves apart from the competition by maintaining an impressive average of approximately $533,730,000 in assets under management per investment advisor, which significantly exceeds the industry average.
Their compensation structure is designed to cater to diverse client needs, offering various options such as a percentage of assets under man...see more
Assets Under Mgmt
$103.34M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: FINANCIAL PLANNING AND CONSULTING
Reviews for Capital Wealth Advisors, Ltd.
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