RWA Advisors works with clients to understand their financial goals, tax situation, and risk tolerance. RWA manages investments, allocates assets, and may use third-party money managers. RWA also offers financial planning and consulting services, including retirement planning, education funding, and insurance coverage analysis. RWA acts as a fiduciary, putting client interests first.
Assets Under Management$190M
Clients196
Advisors2
Avg. per Client$970K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
RWA Advisors charges a percentage of the assets they manage. The maximum annual fee is 2.75%. Accounts with over $5,000,000 may have a custom fee schedule. Fees are negotiable and exclusive of transaction-related fees. Fees are collected quarterly or monthly.
Loading...