London and Capital Wealth Advisers Review


Trust Score 96%
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London and Capital Wealth Advisers, federally registered in 2005, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 9 advisors. London and Capital Wealth Advisers manages $1.7 billion and provides investment advisory services for 451 clients (1:51 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.75% to 1.50% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 51 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $1.7 billion
Average Account AUM $3,841,339
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.75% to 1.50% of AUM.
Minimum Investment $500,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:51
Headquarters London, Wt jj United Kingdom
SEC Filings Forms and Brochures


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