Relation Wealth Management (RWM) provides wealth management services to individuals, high net worth individuals, businesses, retirement plans, charitable organizations, and corporations. RWM offers investment management services, constructing portfolios of stocks, ETFs, mutual funds, bonds, and other investments. RWM also provides financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. RWM acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards its clients.
Assets Under Management$540M
Clients126
Advisors5
Avg. per Client$4.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.52% |
Fees may be negotiable at the sole discretion of Relation Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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