Armir Zeneli is a registered investment advisor at Rwm Capital, LLC, based in The Woodlands, TX, with 5 years of industry experience. Armir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,439 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
The maximum annual advisory fee is 1.90% of assets under management, determined by the scope, complexity, amount of time, or expertise required. This fee includes compensation received by any sub-adviser.
Fee Estimator
Location
1575 Sawdust Rd., Suite 150, The Woodlands, TX, 77380
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 ActivitiesSells Insurance
Armir is an insurance agent providing insurance, tax, and financial planning services through Roberts Wealth Management since March 2023, and an IAR for RWM Capital, LLC since September 2023. Both activities take about half of Armir's time each.
Employment History
Current Registrations
Rwm Capital, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations3 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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