Retirement Wealth Center Inc. (RWC) offers investment management and financial planning services. RWC manages portfolios of publicly traded securities like stocks, bonds, exchange traded funds (ETFs), and mutual funds. RWC also provides financial planning and consulting services when requested, separate from portfolio management. The firm does not sell annuities, insurance, or other commissioned products. The President of RWC is a Certified Public Accountant and has an affiliated CPA firm.
Assets Under Management$42M
Clients69
Advisors1
Avg. per Client$610K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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