RA
RA

Richard Akinyemi

19 Years of Experience
Montgomery, AL
1 DisclosureSells Insurance

Richard Akinyemi is a registered investment advisor at Rwc Wealth Management, INC., based in Montgomery, AL, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 31 clients with $1.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$51K average
Assets Under Management
$1.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $10.0M0.85%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4758 Woodmere Blvd, Suite F -160, Montgomery, AL, 36106

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2016
Final
Other Business ActivitiesSells Insurance

Richard is a published author and a licensed insurance professional offering life, disability, long-term care, property casualty insurance, and annuities. He also owns shares in and is a director of a non-functioning construction company in Nigeria and is a member of a dormant import-export company.

Employment History
Current Registrations
Rwc Wealth Management, INC.
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Prudential Financial Planning Services
March 2011 - August 2012 · 1 yr 5 mos
Metlife Securities INC.
June 2006 - February 2011 · 4 yrs 8 mos
State Registrations1 state
AL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Akinyemi - Financial Advisor | TrueAdvisor