Advisor at Capital Wealth Planning Services
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Firm
Capital Wealth Planning Services
Location
Brunswick, ME 04011
Credentials
Series 63, Series 66
Industry experience
39 years
Paul Suyama is the sole advisor at Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Capital Wealth Planning Services since 2016 and at StoneX Securities Inc. since 2012. Capital Wealth Planning Services is an independent registered investment adviser serving individual clients, trusts, estates, and business entities with comprehensive financial planning, hourly consultations, and portfolio management. The firm employs a needs-based approach incorporating fundamental, technical, and cyclical analysis, managing portfolios primarily on a non-discretionary basis with an emphasis on long-term holdings.
Based on Capital Wealth Planning Services
$0 - $250,000: 2.25% $250,001 - $500,000: 1.95% $500,001 - $750,000: 1.65% $750,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.15% $2,000,000+: 0.85%
Commission-based compensation is offered as registered representatives may earn commissions from securities transactions through StoneX Securities.
$250/hour for Comprehensive Financial Planning, Specific Financial Planning, and Hourly Financial Consultation
14 Maine Street Ste 111 B
Brunswick, ME 04011
Maine
Capital Wealth Planning Services, LLC
2016 - Present (10 years)
StoneX Securities Inc.
2012 - Present (14 years)
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Real estate agent
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Other specialized services
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