| Advisor Profile |
|
 |
| Research This Advisor |
|
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| Capital Private Wealth Management, Inc. is a comprehensive, fee-based financial services firm that is committed to helping our clients improve their long-term financial success. Our planning strategies are designed to acquire, accumulate, and conserve our clients' wealth by taking into consideration the effects of inflation, taxation and expenses. This philosophy, along with a team advisory approach, empowers our clients to make effective decisions when it comes to their future. |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
11
|
|
| |
|
|
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Other, Bond Mutual Funds, International Investments, Annuities, Stocks
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
Compensation & Fees |
| Additional Details on Charges: |
Fee-Based Wealth Management account are charged on a tiered schedule ranging from .75%-1.5%
|
|
| |
|
| |
| |
| Prepared By: |
Eric Brown |
Frequently Asked Questions |
|
|
|
