Roseman Wagner Wealth Management (RWWM) offers financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations and businesses, and charitable organizations. RWWM also manages a private investment fund. Services include understanding clients' financial situations, creating investment approaches using various securities, and continuously monitoring and rebalancing portfolios. Financial planning involves a multi-meeting approach to understand long-term goals.
Assets Under Management$1.3B
Clients596
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...