RWF Wealth Management assists clients in selecting third-party money managers like SEI Private Trust Company. RWF helps clients choose an appropriate investment approach, complete investor profiles, and review the outside manager's performance. RWF generally limits its investment advice to mutual funds, equities, and ETFs. RWF tailors programs for individual clients and may use model allocations based on client needs and restrictions.
Assets Under Management$18M
Clients51
Advisors1
Avg. per Client$350K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
RWF directs clients to SEI Private Trust Company, which charges an additional 0.50%, for a total fee of 1.10%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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