Resolute Wealth Advisor (RWA) is an investment management firm located in Findlay, Ohio. RWA offers investment management on both a discretionary and non-discretionary basis, allocating client assets among various investments like mutual funds, ETFs, bonds, and equities. RWA also provides financial planning services covering areas like money management, tax, estate, and insurance planning. RWA may utilize Envestnet’s Private Wealth Management Program. RWA also provides consulting services on assets held away.
Assets Under Management$260M
Clients366
Advisors3
Avg. per Client$710K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...