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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
RWA charges an annual investment management fee based on the size of your account (see table). These fees are negotiable and can vary. Financial planning, estate and trust services, tax planning, and coordination of custody services are included in the investment management fee. Fees for institutional clients who engage the firm as a sub-advisor or utilize models recommended by the firm typically range between 0.25% and 1.00% annually. RWA generally requires a minimum aggregate account value of $500,000, but this can be waived.
Areas of Practice
Advisor Information
Office location
85 Wells Avenue, Suite 109, Newton, MA, 02459
Get directionsRegulatory History
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