RVW Wealth provides investment management and advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm creates personalized asset allocation strategies tailored to each client's specific investment objectives, risk tolerance, and tax situation. Portfolios are primarily built using exchange-traded funds and mutual funds for equity exposure, along with individual corporate and municipal bonds for fixed income. RVW Wealth also offers management for outside accounts such as employer-sponsored retirement plans through third-party platforms, as well as assistance with setting up and maintaining 529 college savings plans. The firm acts with legal responsibility in your best interest when providing retirement and investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are typically 1.5% of assets under management, but are negotiable and may vary based on circumstances. Subject to a minimum annual fee of $2,500.