Assets Under Management

$190.7M

Number of Clients

196

Number of Advisors

3

Average Client AUM

$973K

AUM per Advisor

$63.6M

Compensation

Fee-Only (AUM)

About This Firm

RWA Advisors offers investment advisory services, working with clients to determine investment objectives and allocate assets. They may use third-party money managers. Financial planning and consulting services are also available, covering retirement, education, and insurance needs. A minimum investment of $500,000 is required.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
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Location

1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432

3 Advisors at this firm