RWH Asset Management provides investment advice and financial planning services tailored to individual client needs. They discuss investment objectives, risk tolerance, and financial goals to create a personalized investment strategy. RWH Asset Management manages accounts on a discretionary basis, monitoring performance and making adjustments as needed. They explore various investment options and strategies, generally limited to advice regarding money market funds, exchange listed securities, mutual fund shares, bonds and short term treasuries. Financial planning services are offered in conjunction with investment advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.00% |
For accounts between $25,001 and $50,000, RWH Asset Management charges a flat fee per day, which is negotiable. Fees are negotiable on a client-by-client basis.