| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, RWM may combine the account values of family members to determine breakpoints and applicable advisory fees.
6464 Lower York Road, New Hope, PA, 18938
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Learn about disclosures →Elizabeth owns Cocoa Loew Co., an online cookie bakery, since 2014, dedicating a few hours per week to baking and delivery. She also works as a marketing and finance manager for Loew & Patel Orthodontist, spending minimal time per week on this activity since 2000.