Rwa Wealth Partners

RWA Family Office, a division of RWA Wealth Partners, LLC, offers sophisticated financial planning, investment management, legacy planning, and tax optimization services. The firm's investment philosophy focuses on asset allocation to enhance returns and mitigate risks. RWA provides discretionary and nondiscretionary investment advisory services, custom fixed income and cash management portfolios, and internally managed tactical and fundamental investment strategies under RWA Capital. The firm's open architecture investment platform includes mutual funds, ETFs, separate accounts, and privately offered pooled investment vehicles. For investment management, RWA charges a tiered annual fee based on the account size. The standard fee ranges from 1.25% for the first $1,000,000 to 0.40% for balances over $10,000,000. The firm's fee structure is negotiable, and employees receive discounted or no-fee services. RWA participates in referral programs with Fidelity Wealth Advisor Solutions® and Schwab Advisor Network®, receiving client referrals and paying fees based on assets under management. The firm does not have any disciplinary information to disclose and does not engage in soft dollar arrangements. Clients can choose to direct RWA to exercise voting authority for their investments, and the firm uses a third-party proxy voting service to vote client proxies according to predetermined instructions. RWA does not hold client assets but has custody under certain arrangements. The firm recommends Fidelity Institutional, SEI, or Schwab as qualified custodians, with each custodian offering different fee structures and services. RWA does not engage in directed brokerage and aggregates client transactions for cost efficiency. Clients receive quarterly account statements directly from the qualified custodian.