Rainier Family Wealth (RFW) is a registered investment advisor offering wealth management and family office services. Wealth management includes investment management and financial planning. RFW provides ongoing advice on investments based on a client's individual needs and goals. They primarily advise on stocks, bonds, mutual funds, and ETFs. RFW can also provide advice on accounts held away at other institutions, such as 529 plans and 401(k)s. Family office services are tailored to each family client and may include portfolio management, tax planning, and charitable planning. RFW is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. For accounts held away at other institutions that RFW monitors and provides recommendations for, the fee is 0.50%.