JM
CFP
JM
CFP
Jeff Menning is a CFP-designated registered investment advisor at Rwa Wealth Partners, based in Boston, MA, with 25 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,149 clients with $17B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,149 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.3B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Prudential Tower, 800 Boylston Street, Boston, MA, 02199
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
October 2008Customer Dispute
September 2008Settled
Employment History
Current Registrations
Rwa Wealth Partners
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Polaris Wealth Advisory Group
October 2017 - November 2023 · 6 yrs 1 mo
TD Ameritrade, INC.
January 2011 - April 2016 · 5 yrs 3 mos
Amerivest Investment Management, LLC
January 2011 - April 2016 · 5 yrs 3 mos
TD Ameritrade, INC.Broker
January 2011 - April 2016 · 5 yrs 3 mos
Chase Investment Services CORP.Broker
June 2010 - December 2010 · 6 mos
Chase Investment Services CORP.
June 2010 - December 2010 · 6 mos
Strategic Advisers, INC.
February 2000 - November 2008 · 8 yrs 9 mos
Fidelity Brokerage Services LLCBroker
October 1999 - November 2008 · 9 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
August 1997 - August 1999 · 2 yrs
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.