RWC Wealth Management offers portfolio management based on individual client goals and risk tolerance. RWC also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. RWC generally limits its investment advice to mutual funds, equities, bonds, ETFs, hedge funds, REITs, private placements, and government securities.
Assets Under Management$1.6M
Clients31
Advisors1
Avg. per Client$51K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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