Retirement Wealth Management (RWM) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and small businesses. RWM creates customized investment portfolios using exchange-traded funds (ETFs), mutual funds, individual stocks, and bonds. RWM also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. RWM may refer clients to other specialists like accountants and attorneys.
Fee Structure
Retirement Wealth Management's (RWM) fees for managing your investments are based on the value of your portfolio and range from 0.50% to 2.00% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with RWM. Fees are paid quarterly, in advance. RWM may also recommend using independent investment managers, in which case the total fee will not exceed 1.4% annually.