Assets Under Management
$863.3M
Number of Clients
623
Number of Advisors
13
Average Client AUM
$1.4M
AUM per Advisor
$66.4M
Compensation
Fee-Only (AUM)
RGWM provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, individual securities, and options. They also utilize internally-generated investment models through their Tactical Asset Allocation Program (TAAP). RGWM tailors its services to individual client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Once a new tier is reached, the entire portfolio balance is charged at the new rate. Fees may be negotiable.
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380