Capital Wealth Management
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About
Capital Wealth Management is a fee-only registered investment adviser that provides customized portfolio management and retirement-account fiduciary advice to individuals, families (including high-net-worth clients), trusts, foundations, businesses and non-profit organizations. The firm also offers occasional hourly consulting engagements for portfolio analysis and financial planning matters.
The firm emphasizes portfolio-level diversification and risk control, implementing strategies mainly through low-cost, no-load and index mutual funds and applying Modern Portfolio Theory with defined rebalancing guidelines. It generally avoids recommending individual stocks, high-yield (junk) bonds, loaded funds, or products with 12b‑1 fees, and does not operate proprietary pooled investment vehicles.
A distinguishing feature is that the firm periodically offers no‑cost educational seminars and workshops on investments, retirement planning, and estate planning as part of its client outreach. Operationally, it operates on a fee-only basis, uses major custodians (such as Vanguard and Fidelity) for client accounts, and does not accept proxy‑voting responsibilities.
Client services
Expertise
Fee options
0.50% per year, paid quarterly in advance
$125 per hour for consulting services
Account minimum: $100,000 (may be waived) Fee-only: Firm is a fee-only advisor compensated solely by client fees; no commissions or other compensation
Main office
103 Balsam Place, Unit #101
Tewksbury MA 01876
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Capital Wealth Management · Martin William Krikorian
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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