Rtw Financial Advisors Inc

RTW Financial Advisors, Inc. is a SEC-registered investment advisor established in 1990, based in Texas. The firm offers individual portfolio management services, creating and managing portfolios based on client goals and objectives. They manage assets on a discretionary or non-discretionary basis, considering factors like risk tolerance and income needs. As of 12/31/2024, the firm actively managed over $478 million on a discretionary basis and over $30 million on a non-discretionary basis. Additionally, they provide financial planning services, addressing areas such as tax, investments, insurance, retirement, and estate planning. Fees for portfolio management range from 0.15% to 1.00% of assets under management, with additional transaction charges. Financial planning fees range from $3,000 to $25,000. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, and charitable organizations. RTW Financial Advisors uses fundamental analysis, asset allocation, and mutual fund/ETF analysis in their investment strategies. Clients have the option of granting discretionary authority to the firm for trading decisions. The firm does not vote proxies on behalf of clients and does not require advance fees exceeding $1,200 per client.