RR
CFP
RR
CFP

Robert Rahaim

17 Years of Experience
Grosse Pointe Farms, MI

Robert Rahaim is a CFP-designated registered investment advisor at Dwp, based in Grosse Pointe Farms, MI, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 136 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
136 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$208.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee may be negotiable depending on individual client circumstances. At DWP's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

RR
Robert Rahaim

Location

18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI, 48236

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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
Dwp
January 2009 - Present · 17 yrs 3 mos
State Registrations2 states
MITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Robert Rahaim
Robert Rahaim - Financial Advisor | TrueAdvisor