Rittenhouse Wealth Management (RWM) offers investment advisory services, including comprehensive portfolio management and financial planning & consulting. RWM works with clients to understand their financial situation, goals, and risk tolerance. RWM may utilize third-party investment managers to implement investment portfolios. RWM acts as a fiduciary, prioritizing client interests.
Assets Under Management$3.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Rittenhouse Wealth Management's fee for managing your investments will not exceed 1.50% annually, billed quarterly based on the value of your account. If RWM uses a third-party investment manager, the combined fee will not exceed 2.0% annually. RWM's fees are negotiable.
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