RWA Private Wealth offers personalized investment management and financial planning for individuals, families, trusts, and business owners. The firm focuses on asset allocation to build long-term investment portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and private investment funds. RWA Private Wealth also offers customized fixed income and cash management portfolios tailored to each client's tax status and cash flow needs. Financial planning is fully integrated into the firm's services, covering cash flow analysis, budgeting, debt management, retirement planning, and insurance needs. Additionally, tax optimization and estate planning coordination are provided, with tax preparation services available through a wholly owned subsidiary. The firm generally requires a minimum account size of $500,000 and works with independent custodians such as Fidelity Investments and Charles Schwab & Co., Inc. to safeguard client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Custom fixed income and cash management fee is 0.20% annually. Fees are negotiable for accounts over $25,000,000.