Rooks Wealth Advisors (RWA) is a wealth management firm that creates customized investment portfolios based on your individual risk tolerance, income tax bracket, cash flow needs, and investment goals. RWA manages investments on a discretionary basis. RWA also offers optional financial planning services to clients who seek more in-depth guidance regarding their planning needs.
Assets Under Management$54M
Clients61
Advisors2
Avg. per Client$880K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable on a case-by-case basis. Fee reductions are offered to family members of associated persons and employees of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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