Robert Ryan is a registered investment advisor at Rwr Investments LLC, based in Dallas, TX, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
RWR has the discretion to reduce or eliminate the asset-based fee for any client.
Fee Estimator
Location
3131 Turtle Creek Blvd, Suite 301, Dallas, TX, 75219
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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
Rwr Investments LLC
Previous Registrations
Rwr Investments LLC
State Registrations1 state
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