Rwa Wealth Partners
Assets Under Management
$17.3B
Number of Clients
6,149
Number of Advisors
69
Average Client AUM
$2.8M
AUM per Advisor
$250.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RWA Private Wealth provides coordinated financial planning, institutional quality investment management, and integrated tax planning. They work with clients to develop investment strategies aligned with their goals and constraints, offering customized fixed income and cash management. Tax preparation is offered via a subsidiary.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
85 Wells Avenue, Suite 109, Newton, MA, 02459
69 Advisors at this firm
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