RWC For Life offers financial planning and investment management services. Financial planning covers cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and taxes. Investment management involves creating customized portfolios using model portfolios, managed on a discretionary basis. RWC For Life also offers co-advisory services with third-party investment advisors.
Fee Structure
RWC For Life charges an annual management fee based on a percentage of the assets they manage. The fee ranges from 0.10% to 2.00% and is negotiable. The fees are calculated and collected monthly, based on the average daily value of the assets in the account. When RWC For Life uses Altruist LLC’s Model Marketplace, their fees are included in RWC For Life's management fee and range between 0.00% to 1.00%.