Ella Yanzuk is a registered investment advisor at Rw Investment Management LLC, based in Eagle, ID. Ella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 805 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000. Betterment charges an additional advisory fee of up to 0.20% for accounts custodied on their platform.
Fee Estimator
Location
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Rw Investment Management LLC
State Registrations1 state
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.