Melissa Jenkins is a registered investment advisor at Rw Investment Management LLC, based in Eagle, ID, with 15 years of industry experience. Melissa 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
Get directionsHistory
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 →Other Business Activities
Melissa owns RWIM Properties, LLC, a property management company, since 2021. She dedicates a few hours per week to property management duties.
Employment History
Current Registrations
Rw Investment Management LLC
Previous Registrations
Rathbone Warwick Investment Management
Wells Fargo Advisors, LLC
State Registrations2 states
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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