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Destin Financial Advisors
Capital Private Wealth Management, Inc.
4481 Legendary Drive, Suite 150
Destin, FL 32541
(850) 269-2234
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“When Wealth Matters, You Need Capital”
Advisor Profile
Name: Eric Brown
Website: Visit Website
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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
Gender:    Male
CRD#:    2860258
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
Most Recent Update: 08/26/2008