Retirement Wellness Group (RWG) offers financial consulting and advisory services to retirement plans and their participants, as well as wealth management services to individuals, families, trusts, foundations, and business owners. RWG helps clients develop and execute financial plans designed to build, manage, and preserve wealth. They provide personalized asset allocation programs and custom-tailored portfolios to meet unique investment objectives.
Assets Under Management$520M
Clients82
Advisors2
Avg. per Client$6.4M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable. RWG reserves the right to waive or reduce certain fees based on unique individual circumstances, special arrangements, pre-existing relationships, or as we may otherwise determine.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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