Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
2655 Le Jeune Road, Suite 916, Coral Gables, FL, 33134
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Arturo is a general agent for Diversified Underwriters Services Inc., selling life insurance, annuities, and long-term care products. This activity requires a few hours per week.