Richard Wait is a registered investment advisor at Rsw Wealth Management, based in Reno, NV, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 33 clients with $51M 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 $5.0M | 1.00% |
| $5.0M - $11.0M | 0.70% |
| $11.0M - $18.0M | 0.50% |
| $18.0M - $27.0M | 0.40% |
| $27M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
6566 S. Mccarran Blvd, Suite A, Reno, NV, 89509
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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 →Other Business Activities
Richard is a shareholder and CPA at an accounting firm, dedicating about half his time to this role. He also owns commercial real estate, serves as a director for two non-profit organizations, and spends minimal time on these activities.
Employment History
Current Registrations
Rsw Wealth Management
State Registrations1 state
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