WRWCO, LLC is a registered investment advisor that focuses on managing investments for clients through brokerage accounts held at independent custodians like Fidelity Investments. WRWCO aims to create balanced portfolios with equity and fixed-income securities, emphasizing growth through regular cash payments and capital appreciation. They work with individuals, families, trusts, businesses, and organizations, seeking clients whose goals align with their investment strategies.
Assets Under Management$98M
Clients52
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $100K | 1.85% |
| $100K - $250K | 1.48% |
| $250K - $500K | 1.27% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.65% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.60% |
Fees are negotiable for amounts over $30,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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