Rhame & Gorrell Wealth Management
Assets Under Management
$863.3M
Number of Clients
623
Number of Advisors
13
Average Client AUM
$1.4M
AUM per Advisor
$66.4M
Compensation
Fee-Only (AUM)
About This Firm
RGWM provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, ETFs, individual debt and equity securities, and options. RGWM also utilizes internally-generated investment models through its Tactical Asset Allocation Program (TAAP).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable based upon certain criteria.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets, as shown in the rate table. For example, a portfolio of $1 million to $1,499,999 would be charged 1.05%. The annual fee is charged quarterly, in advance. RGWM generally imposes a minimum quarterly fee of $1,000, which may cause clients with smaller portfolios to incur a higher effective fee rate. Fees may be negotiable.
Areas of Practice
Location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380