RWA Private Wealth provides wealth management solutions including financial planning, investment management, and integrated tax planning. RWA's investment approach focuses on asset allocation using mutual funds, exchange traded funds, and separate accounts. RWA also offers custom fixed income and cash management portfolios. Tax preparation and filing services are offered through a subsidiary, RWA Tax Solutions, LLC.
Assets Under Management$17B
Clients6,149
Advisors69
Avg. per Client$2.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
69 Advisors at this firm
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