| 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 directionsJose works as a financial advisor for RIWM, LLC since 2012.