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Updated September 28, 2026. Quick answer: Capital Wealth Planning discloses a maximum, individually negotiated rate of 1.75% in its Form ADV Part 2A (March 20, 2026). Converted to dollars, that runs $8,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Equitable Advisors Fees (2026) and E*TRADE Core Portfolios Fees (2026).
For a closer look at this firm: Capital Wealth Planning Review.
The published numbers
From the Form ADV Part 2A (March 20, 2026): “The annual fee charged by CWP for the Investment Management Services is a percentage of assets under management and will not exceed 1.75% of the market value of the client’s portfolio including cash and cash equivalents. Wrap sponsors could charge additional fees which, when combined with CWP’s management fee, are believed not to exceed 3.0%. The fee charged by CWP is subject to negotiation either with the client directly or program sponsor.”
Note: CRD 150764 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Capital Wealth Planning, LLC of Naples, Florida is the registered adviser and refers to itself as CWP. The firm reports about $17.2 billion in regulatory assets under management. The brochure says CWP also invests client assets through wrap fee programs it does not sponsor. The priced figure is the stated maximum for its Investment Management Services fee, and the brochure lists individuals and high net worth individuals among its clients.
The published maximum: 1.75% per year (The priced figure is the 1.75% stated maximum for the firm’s own Investment Management Services fee. The brochure adds that wrap sponsors could charge additional fees which, combined with the firm’s management fee, are believed not to exceed 3.0%, so sponsor fees are additive in those programs and are not in the figures below. Fund level expenses, trading costs charged by broker dealers, and the fees of any outside professionals are separate from the firm’s fee. The brochure states that the firm does not have a set fee schedule and does not household accounts to reach a lower breakpoint.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $4,375 | 1.75% |
| $500,000 | $8,750 | 1.75% |
| $1,000,000 | $17,500 | 1.75% |
| $2,000,000 | $35,000 | 1.75% |
Each balance is priced at the stated 1.75% maximum annual fee applied to the whole market value of the portfolio, including cash and cash equivalents. The brochure discloses no minimum annual dollar fee, so no floor applies. These are ceiling figures, not typical charges: the brochure says the firm has no set fee schedule, that the fee is negotiated, and that the firm may reduce or waive fees.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Capital Wealth Planning’s own published maximum rate runs up to $8,750 a year.
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- Form ADV Part 2A (March 20, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022905
- SEC Investment Adviser Public Disclosure, CAPITAL WEALTH PLANNING, LLC (CRD #150764): https://adviserinfo.sec.gov/firm/summary/150764
- CAPITAL WEALTH PLANNING, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/150764/PDF/150764.pdf
Methodology. This page was built September 28, 2026, drawing on Capital Wealth Planning’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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