Rainier Wealth Planning (RWP) provides investment advice and financial planning to individuals, high-net-worth individuals, charitable organizations, and businesses. RWP offers portfolio management based on your goals and risk tolerance, including advice on assets held elsewhere. They also offer pension consulting services. Financial planning covers investments, insurance, taxes, retirement, college, and debt/credit management. RWP primarily recommends mutual funds but may use other securities for diversification.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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