| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
RIWM charges an annual fee based on a percentage of assets under management, ranging from 0.50% to 2.50%. Fees are billed quarterly in advance. The specific fee is identified in the client agreement and may be negotiable based on client circumstances. Consulting services are also available for a fixed, non-asset-based fee, with a minimum of $1,000. The hourly rate is $250.00/hour. The minimum account size is generally $100,000, but lesser amounts may be accepted at the adviser's discretion.
2655 Le Jeune Road, Suite 916, Coral Gables, FL, 33134
Get directionsArturo conducts RIA business through RIWM LLC in Coral Gables, Florida. This activity is investment-related.