Replica Wealth Advisors (RWA) provides investment management by recommending sub-advisors to clients. RWA customizes portfolios, gathers client information, and monitors sub-advisor performance. RWA also offers financial planning and consulting services, including retirement, asset allocation, and wealth transfer planning. RWA may recommend third-party managers, receiving referral fees in return.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). For accounts on the Impact Partnership Wealth, LLC Platform, Clients will pay an additional 0.50% in addition to RWA’s fees.