RWR Investments provides investment management services to family offices, ultra-high-net-worth individuals, trust entities, business entities, and limited partnership entities through separately managed accounts. RWR helps clients achieve their investment goals through asset allocation, manager selection, research, portfolio customization, and reporting. RWR tailors its services to individual client needs by considering client goals, investment objectives, risk tolerances, time horizons, cash needs, and tax situations.
Assets Under Management$71M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
RWR has the discretion to reduce or eliminate the asset-based fee for any client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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