Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RVW charges an annual investment management fee, typically 1.5% of the managed assets, but fees are negotiable. Fees are calculated and billed quarterly in advance, based on the value of the managed assets. The firm may recommend commission-based products like annuities and insurance when it's in the client's best interest. A minimum of $250,000 is generally required to open and maintain a management account, but this may be waived at RVW's discretion. RVW also offers a free quarterly newsletter and periodic educational seminars/workshops.
Areas of Practice
Advisor Information
Office location
1880 Century Park East, Ste 200, Los Angeles, CA, 90067
Get directionsRegulatory History (2)
Customer Dispute
July 2007Customer Dispute
July 2005Other Business Activities
Selwyn is the President of Gerber & Co., Inc., a certified public accounting and tax preparation firm, since 1985. He dedicates nearly full-time hours to this role, overseeing all aspects of the business.