Rw Investment Management LLC
Assets Under Management
$1.5B
Number of Clients
805
Number of Advisors
12
Average Client AUM
$1.8M
AUM per Advisor
$122.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RW Investment Management offers comprehensive portfolio management, financial planning, and pension consulting services. They tailor investment advice to clients' needs and goals, using a long-term, evidenced-based approach based on Modern Portfolio Theory. The firm manages model portfolios with a blend of passive and active mutual funds, and monitors investments for tax efficiency and cost.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
For Comprehensive Portfolio Management, fees are based on a percentage of assets under management. Financial planning services are offered for a recurring or one-time flat fee, not exceeding $250,000 annually. Pension consulting services are billed hourly ($250), flat fee ($500-$25,000), or as a percentage of plan assets (up to 1.125%). Clients also incur transaction fees charged by their custodian. Adjustments are made for deposits and withdrawals exceeding $25,000 that impact billing by $25 or more. Fees are generally not negotiable, but reduced fees may be offered to employees, family, friends, and legacy clients at the firm's discretion.
Areas of Practice
Location
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616