Ross Wealth Group (RWG) provides financial planning, consulting, and investment management services to individuals, trusts, and estates. RWG primarily allocates client assets among independent investment managers. RWG also provides advice on legacy positions and investments held in employer-sponsored retirement plans. RWG tailors its advisory services to meet the needs of its individual clients.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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