Advisor at Capital Wealth Management
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Firm
Capital Wealth Management
Location
Tewksbury, MA 01876
Credentials
Series 63, Series 65
Industry experience
23 years
Martin Krikorian is a financial advisor at Capital Wealth Management in Tewksbury, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Wealth Management since 2005. Capital Wealth Management is a fee-only registered investment adviser serving individuals, families including high-net-worth clients, trusts, foundations, businesses, and non-profit organizations. The firm focuses on portfolio diversification and risk control using low-cost, no-load, and index mutual funds, applying Modern Portfolio Theory with defined rebalancing guidelines, and offers no-cost educational seminars on investments, retirement planning, and estate planning.
Based on Capital Wealth Management
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
103 Balsam Place, Unit #101
Tewksbury, MA 01876
Massachusetts
Capital Wealth Management
2005 - Present (21 years)
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