Robinson Smith Wealth Advisors (RSWA) is a fee-only firm offering financial planning and investment management services. RSWA works with individuals, families, charitable organizations, corporations, and pension/profit-sharing companies. RSWA helps clients create and monitor financial plans and investment strategies to achieve their financial goals. Services include investment management, financial planning, consulting, and advisor selection.
Assets Under Management$440M
Clients232
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
RSWA may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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