Rohde Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

Rohde Wealth Management (RWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RWM creates an Investment Policy Statement for each client and may request authority to make trades without prior permission. RWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$730K
Clients4
Advisors1
Avg. per Client$180K
Avg. per Advisor$730K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Rohde Wealth Management | TrueAdvisor