Rogowski Wealth Management (RWM) provides investment advisory services to individuals and households, primarily in Washington State. RWM constructs globally diversified portfolios using exchange traded funds (ETFs) and mutual funds. RWM also provides financial advice at no extra charge, including retirement planning and Social Security guidance. RWM partners with Pontera Solutions to manage held-away assets for clients outside of Washington State.
Assets Under Management$43M
Clients98
Advisors2
Avg. per Client$440K
Avg. per Advisor$22M
www.rogowskiwealth.com ·www.linkedin.com/company/rogowski-wealth-manage... ·www.linkedin.com/in/bryanrogowski
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable in some rare instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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