Retirement Wealth Management (RWM) is a registered investment advisor offering various investment advice, services, and managed account programs. RWM aims to provide investment solutions tailored to each client's individual needs. RWM is a fee-only advisor, eliminating conflicts of interest. RWM meets with clients to determine their investment objectives and risk tolerance, translating goals into appropriate guidelines and determining an asset allocation. An Investment Policy Statement confirms each client’s objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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