Riwm, LLC
Assets Under Management
$47.6M
Number of Clients
73
Number of Advisors
3
Average Client AUM
$651K
AUM per Advisor
$15.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RIWM provides continuous investment advice based on individual client needs. They develop investment policies and manage portfolios based on client objectives, risk tolerance, and liquidity needs. Services include individual portfolio management, portfolio supervision, and family wealth services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
RIWM charges an annual fee based on a percentage of assets under management, ranging from 0.50% to 2.50%. Fees are billed quarterly in advance. The specific fee is identified in the client agreement and may be negotiable based on client circumstances. Consulting services are also available for a fixed, non-asset-based fee, with a minimum of $1,000. The hourly rate is $250.00/hour. The minimum account size is generally $100,000, but lesser amounts may be accepted at the adviser's discretion.
Areas of Practice
Location
2655 S Le Jeune Rd, Suite 916, Coral Gables, FL, 33134