RTW Financial Advisors offers investment advice and financial planning to individuals, families, and other entities. They create and manage investment portfolios based on clients' goals, risk tolerance, and time horizon. Financial planning services include a review of personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer performance measurement and family office operations.
Fee Structure
RTW Financial Advisors charges a percentage of your portfolio annually for investment management, ranging from 0.15% to 1.00%. The specific fee is negotiable and depends on factors like the complexity of your situation and the amount you invest. You'll also pay transaction fees, typically around $35 per transaction, and occasionally $75 for certain mutual funds.