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
No disclosures, customer disputes, or regulatory actions on file.
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