Top financial advisors in West Warwick, RI
We’ve curated a list of the best financial advisors in West Warwick, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$772,494,203
Number of advisors
17 advisors
| $772,494,203 | 17 advisors | |
| 2 |
Assets under management
$113,724,459
Number of advisors
4 advisors
| $113,724,459 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Warwick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Warwick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Capital Wealth Management, LLC
Capital Wealth Management, LLC is a financial advisory firm based in West Warwick, Rhode Island. It currently has approximately $772,494,203 of assets under management and employs about 17 people. Capital Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$772,494,203 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersEliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC, a Registered Investment Adviser established in May 2002, offers tailored financial planning and asset management services. Led by owners Jason Siperstein and Gary Siperstein, the firm specializes in financial planning, risk assessment, investment planning, estate planning, and asset management. Clients benefit from a comprehensive financial planning process that includes a deep understanding of individual circumstances, strategic planning, dynamic adaptation, empowerment through education, and ongoing support. The firm's investment strategies focus on strategic asset allocation, diversification across non-correlated assets, and utilizing ETFs, mutual funds, and interval funds. Eliot Rose operates as a fiduciary, acting in clients' best interests, with a minimum investment requirement of $1,000,000 for asset management services. Fees include a flat fee of $5,400 for financial planning and tiered investment management fees ranging from 0.50% to 1.25% per annum based on assets under management. The firm does not charge performance-based fees and avoids managing conflicting accounts simultaneously. Clients have the option to impose restrictions on investments, and the firm exercises investment discretion with regular account reviews and transparent reporting. Eliot Rose does not have physical custody of client funds and employs cybersecurity measures to safeguard client data.
$113,724,459 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Warwick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Warwick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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