Robert Horowitz Wealth Management (RHWM) offers financial planning and investment management services to individuals and families. RHWM manages investments with the goal of broad diversification while minimizing costs and taxes. RHWM consults with clients to determine an appropriate risk level, typically investing in mutual funds for the long term. RHWM also helps clients with financial planning questions, such as retirement planning and college savings.
Assets Under Management$100M
Clients49
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$800K
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Several accounts have been grandfathered at lower fee schedules. All new accounts are normally charged the same fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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