Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
805 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.13%
$1.0M - $2.5M0.88%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.63%
$10.0M - $25.0M0.50%
$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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Location

1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rw Investment Management LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2017 - January 2020 · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - January 2020 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2006 - April 2017 · 10 yrs 10 mos
Wells Fargo Clearing Services, LLC
June 2006 - April 2017 · 10 yrs 10 mos
Piper Jaffray & CO.
February 2003 - July 2006 · 3 yrs 5 mos
Piper Jaffray & CO.Broker
October 2002 - July 2006 · 3 yrs 9 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.