Retirement Wealth Solutions LLC (RWS) offers investment advice and financial planning to individuals, high net worth individuals, and small businesses. RWS helps clients with investment objectives, asset allocation, and financial planning, including risk assessment, estate planning, and financial organization. RWS provides discretionary investment advisory services through managed account programs.
Assets Under Management$230M
Clients188
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$76M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee. Accounts serviced through Envestnet (a third-party money manager) will have additional fees: 4 basis points for platform fees and up to 102 basis points to cover the Money Manager Fee. If a client’s managed assets fall below $125,000, a minimum annual platform fee of $50 may be charged. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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