Richard Peek is a registered investment advisor at Rwm Capital, LLC, based in Sugar Land, TX. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,510 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roberts Wealth Management manages your investments for a monthly fee based on the average daily balance of your account. The maximum annual fee is 1.90% of the value of your portfolio. This fee includes the compensation paid to the sub-advisor who helps with trading and back-office support. The fee is deducted from your account held at the custodian. Clients will receive statements from the custodian that provides details of the advisory fees.
Location
1650 Highway 6, Suite 250, Sugar Land, TX, 77478
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rwm Capital, LLC
State Registrations1 state
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