Jeremy Witbeck is a CFA, CFP-designated registered investment advisor at Rwa Wealth Partners, based in Boston, MA, with 13 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,149 clients with $17B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.
Fee Estimator
Location
Prudential Tower, 800 Boylston Street, Boston, MA, 02199
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Jeremy is an adjunct lecturer at California Lutheran University since 2008, teaching graduate-level financial planning curriculum for the MBA program. This takes about a quarter of his time.
Employment History
Current Registrations
Rwa Wealth Partners
Previous Registrations
Polaris Wealth Advisory Group
Gould Asset Management 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.