ROW Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. ROW creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. ROW generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$14M
Clients40
Advisors1
Avg. per Client$350K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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