Romain Walsh Clerou (RWC) provides investment management services to individuals, retirement plans, and trusts. RWC creates a portfolio of stocks, bonds, and cash equivalents tailored to each client's financial condition and investment objectives. RWC provides quarterly portfolio reports and meets with clients to review their investments and objectives. Romain Clerou has over thirty years of experience in investment advisory and management.
Assets Under Management$190M
Clients42
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees may be negotiable based on the value of assets under management, the composition of the assets to be managed, the expected contributions of the Client and other factors. The lowest annual fee percentage paid by a client of RWC is 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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