WRW Wealth Advisors provides discretionary and non-discretionary portfolio management services. Investment advice is tailored to individual client needs and objectives. Clients may receive complimentary financial planning. The firm invests in equity securities, corporate debt securities, municipal securities, U.S. government securities, money market funds, real estate, REITs, and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee, potentially resulting in a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...