Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
6,149 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.3B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Robert Douglas Lepson
Location
85 Wells Avenue, Suite 109, Newton, MA, 02459
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 1994Employment History
Current Registrations
Rwa Wealth Partners
February 2017 - Present · 9 yrs
Previous Registrations
Braver Wealth Management, LLC
September 2011 - February 2017 · 5 yrs 5 mos
Strategic Advisers, INC.
January 2003 - August 2011 · 8 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Contact
Robert Douglas Lepson