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 $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
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
Advisor Information
Office location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380
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 Activities
Cydney is an owner of a storage facility since 2020, but all duties are performed by a co-owner (spouse). This activity is not investment-related.