Robert Douglas Lepson
RL
CFP

Robert Douglas Lepson

22 Years of Experience

Firm Information

Robert Douglas Lepson
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
6,149 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees negotiable for accounts over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

RWA charges an annual investment management fee based on the size of your account (see table). These fees are negotiable and can vary. Financial planning, estate and trust services, tax planning, and coordination of custody services are included in the investment management fee. Fees for institutional clients who engage the firm as a sub-advisor or utilize models recommended by the firm typically range between 0.25% and 1.00% annually. RWA generally requires a minimum aggregate account value of $500,000, but this can be waived.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

85 Wells Avenue, Suite 109, Newton, MA, 02459

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Robert Douglas Lepson
RL
Contact
Robert Douglas Lepson
Regulatory History (1)
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Employment Separation After Allegations
June 1994
Employment History
Current Registrations
Rwa Wealth Partners
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Braver Wealth Management, LLC
September 2011 - February 2017 · 5 yrs 5 mos
Strategic Advisers, INC.
January 2003 - August 2011 · 8 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Robert Douglas Lepson
RL
Contact
Robert Douglas Lepson