Rvw Wealth LLC
Assets Under Management
$1.3B
Number of Clients
1,211
Number of Advisors
10
Average Client AUM
$1.1M
AUM per Advisor
$131.3M
Compensation
Fee-Only (AUM)
About This Firm
RVW Wealth, LLC, founded in 2006, provides discretionary investment management services. They meet with clients to establish Investment Guidelines, determine asset allocation plans, and diversify assets among U.S. and foreign equities and fixed income. RVW utilizes ETFs and Mutual Funds for equity exposure and corporate/municipal bonds for fixed income. They review Investment Guidelines at least annually.
Fee Structure
RVW charges an annual investment management fee, typically 1.5% of the managed assets, but fees are negotiable. Fees are calculated and billed quarterly in advance, based on the value of the managed assets. The firm may recommend commission-based products like annuities and insurance when it's in the client's best interest. A minimum of $250,000 is generally required to open and maintain a management account, but this may be waived at RVW's discretion. RVW also offers a free quarterly newsletter and periodic educational seminars/workshops.
Areas of Practice
Location
1880 Century Park East, Ste. 200, Los Angeles, CA, 90067