RIA Wealth Advisors, LLC
Assets Under Management
$118.7M
Number of Clients
233
Number of Advisors
3
Average Client AUM
$510K
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)
About This Firm
RIA Wealth Advisors offers investment supervisory services and may furnish advice on financial planning matters. They manage client accounts with discretion, focusing on strategic asset allocation using passively managed index and exchange-traded funds, with actively managed funds added for opportunities. The firm does not sell securities on a commission basis and is not affiliated with entities that do.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Investment management fees are negotiable at the sole discretion of Adviser.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. For example, the fee is 1.50% on the first $500,000, and it decreases as your account size grows. The minimum account size is $15,000, but this may be waived at the adviser's discretion. Fees are negotiable at the sole discretion of the adviser. The Variable Annuity Management Program has a maximum charge of 1.50% annually.
Areas of Practice
Location
310 West Main Avenue, Round Rock, TX, 78664