Rodino Wealth Management (RWM) provides investment management services, both with and without the authority to make trades without asking first. RWM determines investment strategies based on your goals, risk tolerance, and time horizon. RWM may also hire other registered investment advisor firms to manage your portfolio. RWM may also provide a financial plan covering wills, estate plans, investments, taxes, retirement, and college planning at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $200K | 1.15% |
| $200K - $500K | 1.00% |
| $500K+ | 0.80% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).