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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are non-negotiable.