RWW Investment Advisors, owned by Richard Whitton, offers financial planning and investment management services tailored to individual client needs. RWW provides investment advice and prepares income taxes through consultations. Clients can specify restrictions on the types of investments made.
Assets Under Management$11M
Clients21
Advisors1
Avg. per Client$510K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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