RIWM, operating as Rehmann International Wealth Management, offers investment advice and portfolio management services to individuals. They work with clients to define financial goals and objectives, providing analysis and guidance on investment strategies. RIWM manages accounts on a non-discretionary basis, meaning they need client approval before making trades.
Assets Under Management$48M
Clients73
Advisors3
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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