Rwa Wealth Partners
Assets Under Management
$17.3B
Number of Clients
6,149
Number of Advisors
69
Average Client AUM
$2.8M
AUM per Advisor
$250.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RWA Private Wealth provides coordinated financial planning, institutional-quality investment management, and integrated tax planning. Their investment approach emphasizes asset allocation. They use an open architecture platform with mutual funds, ETFs, and separate accounts. They also offer internally managed tactical and fundamental investment strategies under the RWA Capital brand.
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
Location
85 Wells Avenue, Suite 109, Newton, MA, 02459
