Retirement Wealth Guidance (RWG) provides investment management and financial planning services. RWG manages investment portfolios based on clients' individual needs and goals, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning is included with investment management, covering areas like retirement, insurance, and estate planning. RWG also offers project-based financial planning services on an hourly basis. RWG may recommend third-party investment advisors.
Assets Under Management$11M
Clients14
Advisors1
Avg. per Client$750K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Retirement Wealth Guidance offers investment management services for a fee based on the value of your portfolio. The fee is negotiable.
- For wealth management services, the annual fee is 2.00% of the portfolio value.
- For investment management services, the annual fee is 1.00% of the portfolio value.
Fees are paid quarterly, based on the portfolio value at the end of the billing period.
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