Rolek Wealth Management (RWM) provides financial planning and investment management services. Financial planning covers retirement, investment, cash flow, and healthcare planning. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. RWM also offers retirement planning seminars. RWM may receive compensation in the form of book royalties from the sale of 'Rolek Retirement Planning.'
Assets Under Management$240M
Clients262
Advisors1
Avg. per Client$910K
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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