RW Investment Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm builds diversified portfolios using mutual funds, exchange-traded funds, and individual securities based on Modern Portfolio Theory. RW Investment Management also offers pension consulting services for employer-sponsored retirement plans. Clients can work with the firm on a discretionary or non-discretionary basis.
Assets Under Management$1.7B
Clients796
Advisors13
Avg. per Client$2.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25,000,000 are negotiable. New comprehensive portfolio management clients are subject to an annual minimum advisory fee requirement of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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