GW

Georges J Wakim

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Fees vary based on investment strategy, product type, account size, customization, and services provided, and are negotiated in advance. Investment management fees are typically a percentage of assets under management, billed quarterly. RIM does not charge a fee for model strategies comprised of RIM Advised Registered Funds. Clients may also bear other costs associated with investments.

Areas of Practice
Investment Management
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Advisor Information

Office location

100 E Wisconsin Ave, Ste 1550, Milwaukee, WI, 53202

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Regulatory 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.

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Employment History
Current Registrations
Russell Investments
November 2017 - Present · 8 yrs 2 mos
Russell Investments Financial Services, LLC
August 2017 - Present · 8 yrs 5 mos
Russell Investments Financial Services, LLCBroker
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
May 2017 - August 2017 · 3 mos
State Registrations5 states
AKIDMTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.