Retirement Wealth Management (RWM) offers investment management services tailored to individual client needs and market conditions. RWM invests in stocks, bonds, mutual funds, and exchange-traded funds. RWM is a fee-only firm and does not sell commissioned products or accept commissions. RWM does not act as a custodian of client assets except for fee payment purposes.
Assets Under Management$26M
Clients31
Advisors1
Avg. per Client$840K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.00% |
| $350K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Clients with assets below the minimum account size may pay a higher percentage rate in annual fees than do clients with greater assets under management. In no case will the annual percentage fee exceed 1.25%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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