Riskin Wealth Management (RWM) manages investment portfolios based on clients' individual needs and goals. RWM also offers project-based and ongoing financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. RWM primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$13M
Clients16
Advisors1
Avg. per Client$800K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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