Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
805 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.13%
$1.0M - $2.5M0.88%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.63%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees negotiable for accounts over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

225 N 9th St, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rw Investment Management LLC
August 2025 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2024 - July 2025 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2024 - July 2025 · 1 yr 1 mo
Osaic Wealth, INC.
October 2023 - April 2024 · 6 mos
Osaic Wealth, INC.Broker
October 2023 - April 2024 · 6 mos
Charles Schwab & CO., INC.Broker
April 2023 - July 2023 · 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.