RS Wealth Management offers investment advice tailored to your individual needs and investment goals. They will meet with you to determine your objectives and risk tolerance, then develop a strategy to provide continuous investment advice. They monitor your portfolio's performance and rebalance it as needed. They may also provide financial planning and consulting services as part of their management services, at no additional charge.
Assets Under Management$38M
Clients72
Advisors1
Avg. per Client$530K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...