RWM Asset Management, LLC offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They may invest client assets according to model portfolios. Financial planning services are also available, ranging from broad-based to single-subject planning. Clients engaged for portfolio management receive complimentary financial planning. RWM also provides advice on IRA rollovers, acting as a fiduciary and prioritizing client interests.
Assets Under Management$30M
Clients208
Advisors4
Avg. per Client$150K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $4.5M | 0.65% |
| $4.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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