The Real Wealth Coterie (TRWC) offers financial planning and investment management services. TRWC provides comprehensive and limited financial planning, strategic business financial planning, charitable entity financial consulting, and discretionary investment management. Investment management is only offered in conjunction with one of the planning services. TRWC works with individuals, small businesses, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K+ | 0.75% |
For Comprehensive Financial Planning and Strategic Business Financial Planning clients, a fee of 0.75% will be assessed on investable assets under management (“AUM”) above $400,000. For Charitable Entity Financial Consulting clients, a fee of 0.75% will be assessed on investable AUM above $1,000,000. Discretionary Investment Management Services Fees will be waived for clients with AUM under these thresholds.