Capital Wealth Management Review – Main Pros and Cons

Investing nowadays has a lot of challenges. People who are into investing, seek different opportunities, but if they don’t find the right ones, they end up with a negative experience. That’s why knowing what companies you can choose makes a big difference.

On the positive side, through our Capital Wealth Management review, you’ll discover a few investment options and a detailed analysis of this investment firm.  

Legal Info and Regulatory Oversight

Capital Wealth Management company has been operating since 2012 as an investment advisor regulated by the SEC. Thus, this entity is only reliable for investment advisory services which does not guarantee any future results. When it comes to securities offers these are offered by Triad Advisors LLC, another entity regulated by the SEC. 

Such regulation and SIPC (Securities Investors Protection Corporation) membership brings sweet dreams to investors. Thus, there are a few details investors might be worried about. Primarily because some of the material on the company’s website is provided by FMG Suite. And yet, there’s another company claiming the same. 

So, before trusting your money there, make sure to check everything first. For more hints on where to look for clues about companies, check our All Capital Trade and Yes Markets reviews. 

What Services Does Capital Wealth Management Offer?

Regardless of missing Capital Wealth Management reviews, the company’s services present a great solution for long-term investing. However, the key disadvantage is that none of these options guarantee future results. Indeed, you might save up some money, but is it going to make you wealthy? Without reviews, remains a mystery.

In any case, the company offers features like:

• Investment advice – ETFs, IRA, Roth IRA, Mutual funds, etc
• Financial planning – Retirement plans, tax plans, 401k, estate plans, etc. 
• Insurance – Disability income, life insurance, long-term care, etc.

What Are Fees You Can Expect?

One of the best things about Capital Wealth Management services is that all of its fees are fully transparent in its brochure. The most important detail is the portfolio management fee which starts from 1.25% and gets lower if you have more funds under management. The lowest annual fee is 0.5% which you get after reaching $5 million under management. 

These fees are paid in advance quarterly based on the capital in the market value and cash available at the end of the previous quarter. 

When it comes to Capital Wealth Management 401k advisory, financial planning, or consulting, you can expect fixed fees between $450 and $4.000. Among these, investors can expect a 1.25% annualized fee for retirement plans or a $20.000 fixed fee in the absence of an asset-based fee. Other fees are usually way smaller and may depend on the service you choose. 

Opening Account

To get started with your Capital Wealth Management account, you will have to reach the company’s staff first. Whether by phone or e-mail and schedule an appointment. These procedures may take a while and that’s why beginners often opt for alternative options. 

Thus, once you get access to your Capital Wealth Management login credentials, you’ll be able to monitor the progress of every single step. Quite surprisingly, the company doesn’t offer any mobile apps where investors can track their portfolio more easily. 

Interesting Details About Capital Wealth Management

Generally, the company has 17 members among which the key people are Lee A. Duckworth, President & CEO, Peter J. Alofsin, and Curt A. Caserta who are partners in the company. Currently, the company has more than $850 million in assets under management and an advisor-client ratio of 1:60. 

Also, the company was featured in news and articles, but since 2018 there have been no notable publications. However, at the time the company was listed in Top 300 Registered Investment Advisors by the Financial Times.

In case you are into the more modern approach, you can subscribe to Apple Podcasts, Spotify, or other streaming platforms to listen to podcasts featuring Lee Duckworth and Larry Dooley.

Conclusion: Is It Worth It?

Generally speaking, yes. However, with all the Capital Wealth Management fees and requirements to get started, some investors might find it hard. All in all, for long-term investing, these options are rock-solid. However, in this fast-paced world traders look for quicker options to get some returns. If that’s your cup of tea, we suggest you try prop trading. 

First of all, prop trading doesn’t involve the risk of losing your capital. And once you get to the funded trader program, possibilities are unlimited. Especially with up to 90% profit split you can get. One of the leaders in the industry is UK-based Funded Trading Plus, a company with a very popular and trusted service. 

The key details that attract traders to Funded Trading Plus are its transparency, low fees, and a wide range of advanced features. But also, often giveaways and promotions traders can benefit from. Before you choose any of the investment options, we strongly advise you to explore all your options. Sign up with Funded Trading Plus today and start earning profits right away. 

FAQ