Michael Fitzgerald is a registered investment advisor at Rw Investment Management LLC, based in Eagle, ID, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 796 clients with $1.7B 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 $1.0M | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25,000,000 are negotiable. New comprehensive portfolio management clients are subject to an annual minimum advisory fee requirement of $10,000.
Fee Estimator
Location
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
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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.
Learn about disclosures →Employment History
Current Registrations
Rw Investment Management LLC
Previous Registrations
Clearwealth Independent Fiduciaries, LLC
Clearwealth
State Registrations1 state
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
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