The Road Ahead Wealth Management (RAWM) provides investment management and financial planning services to individuals. RAWM offers ongoing asset management, creating personalized investment strategies based on client goals and risk tolerance. Financial planning services include full financial plans and consultation services. RAWM primarily invests in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$13M
Clients13
Advisors1
Avg. per Client$990K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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