Rwa Advisors
Assets Under Management
$190.7M
Number of Clients
196
Number of Advisors
3
Average Client AUM
$973K
AUM per Advisor
$63.6M
Compensation
Fee-Only (AUM)
About This Firm
RWA Advisors, LLC, offers investment advisory services, working with clients to determine investment objectives and allocate assets. They may use third-party money managers. They also provide financial planning and consulting services, assisting clients with retirement, education, and other financial goals. A minimum investment of $500,000 is required.
Fee Structure
The maximum annual fee for investment advisory services is 2.75%. Accounts with assets over $5,000,000 will have a custom fee schedule. Fees are negotiable and exclusive of transaction-related fees. Financial planning and consulting fees are also negotiable and documented in the advisory agreement. A minimum investment of $500,000 is required to open and maintain an account.
Areas of Practice
Location
1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432