Rwm Capital, LLC
Assets Under Management
$161.4M
Number of Clients
1,510
Number of Advisors
14
Average Client AUM
$107K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Roberts Wealth Management offers financial planning and discretionary portfolio management services. They tailor investment advice to client needs, gathering information to implement specific asset allocation strategies. They primarily use model portfolios developed by sub-advisers. The firm also provides advice on legacy positions and assets held in employer-sponsored retirement plans. They partner with other professionals to ensure a coordinated effort toward client goals.
Fee Structure
Investment management fees are billed monthly in arrears based on the average daily balance, with a maximum annual fee of 1.90%. This includes the sub-adviser's compensation. Financial planning fees are either hourly or fixed, depending on the complexity, and generally do not exceed $15,000 per plan. Consulting fees are negotiable. Clients also incur transaction charges and fund expenses. A minimum investment amount to open and maintain an account is $250,000.
Areas of Practice
Location
1650 Highway 6, Suite 250, Sugar Land, TX, 77478