Assets Under Management
$1.5B
Number of Clients
805
Number of Advisors
12
Average Client AUM
$1.8M
AUM per Advisor
$122.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
RW Investment Management offers comprehensive portfolio management and financial planning services. Portfolio management includes asset management and financial planning to help clients meet their financial goals. Financial planning covers various areas like retirement, estate, and education planning. Pension consulting is also offered to employer plan sponsors.
| Assets Under Management | 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.
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616