Robert Haggarty is a registered investment advisor at Rwh Asset Management, based in Kenosha, WI, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.00% |
For accounts between $25,001 and $50,000, RWH Asset Management charges a flat fee per day, which is negotiable. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
6230 10th Street, Kenosha, WI, 53144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert serves as an expert witness since 2002 and as an arbitrator/mediator since 1999. He also teaches at Carthage College/Gateway Tech College and is a sports commentator for radio/TV, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Rwh Asset Management
State Registrations1 state
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