RTB Wealth offers wealth management services, including investment management and financial planning. Investment management involves creating a portfolio strategy using low-cost mutual funds and ETFs, and monitoring the portfolio. Financial planning covers areas like retirement, education, and insurance needs. RTB Wealth also offers retirement plan advisory services to plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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