Real Wealth Advisors offers financial advisory services to individuals, trusts, and estates. They help clients define financial goals and provide investment observations. Services include asset organization, accumulation planning, tax efficiency, investment analysis, estate planning, qualified employee plan analysis, Social Security planning, pension analysis, retirement distribution planning, stock option analysis, and life insurance planning. Real Wealth Advisors does not recommend specific investments or execute trades.
Assets Under ManagementN/A
Clients175
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Real Wealth Advisors charges a one-time flat fee for financial advisory and consulting services, based on the value of assets subject to their services:
- $0 to $100,000: Up to $2,000
- $100,001 to $250,000: $2,000 to $5,000
- $250,001 to $500,000: $5,000 to $10,000
- $500,001 to $750,000: $10,000 to $15,000
- Over $750,000: Up to 2% of the value of assets
These fees are negotiable.
Hourly Rate:$200 - $300/hr
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