RVW Wealth provides investment management services on a discretionary basis. RVW meets with clients to determine their investment objectives, risk tolerance, and other relevant information. Based on this, RVW determines an appropriate asset allocation plan. RVW continuously supervises and manages client assets in accordance with their investment guidelines. RVW may recommend life insurance or annuity products, creating a conflict of interest as RVW will receive commissions.
Assets Under Management$1.6B
Clients1,263
Advisors9
Avg. per Client$1.3M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower depending on certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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