BW
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
623 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$863.3M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,000
You'll pay an annual fee based on the value of your managed assets, as shown in the rate table. For example, a portfolio of $1 million to $1,499,999 would be charged 1.05%. The annual fee is charged quarterly, in advance. RGWM generally imposes a minimum quarterly fee of $1,000, which may cause clients with smaller portfolios to incur a higher effective fee rate. Fees may be negotiable.
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information
Office location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rhame & Gorrell Wealth Management
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Sanders Morris Harris LLC Broker
October 2011 - May 2016 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.