are you compensated?
We are solely compensated by advisory fees paid by our clients
directly to our firm based on the value of assets we are managing.
By charging a percentage of assets under management, our incentive
to perform well is directly aligned with your investment objectives.
much are your management fees?
Capital Wealth Management charges a flat annual investment management fee of 0.5% of the market value of a client’s portfolio. Unlike other firms, our investment management fees are not based on a sliding scale, which penalizes investors with lower account values. Whether our clients have $500,000 in assets, $5,000,000, or anywhere in between, our annual management fee is 0.5%.
do I pay you for your services?
At the end of every calendar quarter, after the work is done,
we bill clients for our services. The majority of our clients
choose to have our management fee taken directly from their accounts.
But if you prefer, we will send you a quarterly invoice so you
may pay by check.
the fees I pay deductible on my tax return?
Yes. Section 212 of the Internal Revenue Code permits an itemized
deduction for tax and/or investment advice in the miscellaneous
section of Schedule A. However, we don't give tax advice, and
you should see your tax advisor for the details.
you invest my money in load funds?
No. Unlike investments that charge sales loads and upfront charges,
we invest our client's assets in no-load and index mutual funds.
We never purchase funds that are sold with a sales charge or commission.
my investments held with you?
No. We are registered investment advisors, not brokers. We do
not hold your assets. Your assets can be held within your own
brokerage account, or directly with a mutual funds custodial agent.
Either way they are held in your name. As a result, any withdrawal
or distribution of assets can only be sent to you.
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