Assets Under Management
$47.6M
Number of Clients
73
Number of Advisors
3
Average Client AUM
$651K
AUM per Advisor
$15.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
RIWM offers investment supervisory services, individual portfolio management, portfolio supervision & consulting, and family wealth services. They develop investment policies based on client goals, risk tolerance, and liquidity needs. They manage accounts on a non-discretionary basis and provide ongoing investment recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
2655 S Le Jeune Rd, Suite 916, Coral Gables, FL, 33134