Resolute Wealth Strategies (RWS) offers personalized financial planning and investment advisory services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance. Investment management is offered on both discretionary and non-discretionary bases, using equity securities, ETFs, mutual funds, and other investments. RWS also provides advisory services to retirement plans. RWS acts as a fiduciary, prioritizing client interests.
Assets Under Management$320M
Clients287
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$63M
www.linkedin.com/company/resolute-wealth-strate... ·www.theresoluteadvisor.com ·www.facebook.com/resolutewealthstrategies
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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