Matthew Werner is a CFA-designated registered investment advisor at Rsw Investments, based in Summit, NJ, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,412 clients with $2.3B 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 $500K | 0.30% |
| $500K - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fee Estimator
Location
47 Maple Street, Suite 304, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rsw Investments
Previous Registrations
Rsw Investments, LLC
State Registrations1 state
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