RW Investment Management offers comprehensive portfolio management, which includes both asset management and financial planning. They also provide standalone financial planning services covering various areas like retirement, estate, and education planning. Pension consulting services are available to employer plan sponsors. RW Investment Management uses a long-term, evidenced-based approach to investing based on Modern Portfolio Theory.
Assets Under Management$1.5B
Clients805
Advisors12
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 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 negotiable for accounts over $25,000,000. Betterment charges an additional advisory fee of up to 0.20% for accounts custodied on their platform.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...