RSW Wealth Management manages investment portfolios using primarily passive mutual funds and ETFs. They work with clients to determine their investment objectives and risk profile, and create a written investment policy statement. RSW Wealth Management also provides financial planning services covering areas like education, risk management, tax, retirement, and investments. They also provide advisory services to participant-directed employee retirement benefit plans.
Assets Under Management$51M
Clients33
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $11.0M | 0.70% |
| $11.0M - $18.0M | 0.50% |
| $18.0M - $27.0M | 0.40% |
| $27M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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