Romain Clerou
Romain Clerou is a registered investment advisor at Romain Walsh Clerou Professional Investment Mgmt, based in Napa, CA, with 14 years of industry experience. Romain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees may be negotiable based on the value of assets under management, the composition of the assets to be managed, the expected contributions of the Client and other factors. The lowest annual fee percentage paid by a client of RWC is 0.35%.
Fee Estimator
Location
Napa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Romain Walsh Clerou Professional Investment Mgmt
State Registrations1 state
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