Rsw Investments

Fee-Only (% of Portfolio)

RSW Investments specializes in managing municipal bond portfolios. Most clients are referred through wrap-fee programs or other financial institutions. RSW focuses on maximizing after-tax total return while managing risk through coupon selection, yield curve targeting, and portfolio duration adjustments. They offer Market Duration, Low Duration, and Enhanced Intermediate Duration portfolios, which can be customized based on client objectives and risk tolerance.

Assets Under Management$2.3B
Clients1,412
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$1.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.30%
$500K - $5.0M0.25%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm