Retirement Wealth Advisors manages investment portfolios and provides financial planning to individuals. Financial planning includes cash flow and debt management, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. The firm primarily uses passive investment management strategies.
Assets Under Management$220M
Clients694
Advisors4
Avg. per Client$310K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.05% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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