Rittenhouse Wealth Management, LLC

Rittenhouse Wealth Management, LLC is a Philadelphia-based investment advisory firm established in 2021 by Shawn L. McGill, who serves as the Principal and Investment Advisor. As a fiduciary, the firm is committed to acting in the best interests of its clients. RWM offers Comprehensive Portfolio Management services, including asset management and financial planning, tailored to individual client needs. The firm may utilize third-party managers for certain engagements, ensuring proper licensing and registration. For Comprehensive Portfolio Management, RWM charges a maximum annual fee of 1.50%, billed quarterly based on account value. Financial Planning & Consulting services are offered on an hourly or flat fee basis, with maximum fees of $450 per hour and $20,000 flat fee. Clients may incur transaction fees separate from advisory fees. RWM recommends Charles Schwab & Co., Inc. as a custodian and broker, providing a range of investment products and services. RWM conducts regular account reviews for Comprehensive Portfolio Management clients, providing written performance reports quarterly. The firm does not accept proxy authority to vote client securities. Shawn L. McGill, the Principal, has a background in economics and extensive experience in the financial industry. RWM and its management have no disciplinary events, compensation arrangements beyond advisory fees, or relationships with securities issuers. The firm's Code of Ethics ensures ethical conduct and client-focused service. Clients can request a copy of the Code of Ethics for review.