How does the advisor help clients – Key Takeaways:
RWH Asset Management is a financial advisory firm that provides expert guidance to its clients. Their primary objective is to help clients achieve their financial goals and lead financially secure lives. They aim to do this by providing personalized and comprehensive financial services to their clients.
RWH Asset Management is well-equipped to assist clients in various aspects of their financial lives. They offer a variety of services such as investment management, retirement planning, tax planning, estate planning, and insurance planning. With their expertise and experience, they can help clients make sound financial decisions and navigate through the complex world of finance.
Facts and Insights:
To give you a better understanding of RWH Asset Management, here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | Over 15 years |
With over 15 years of experience, RWH Asset Management has been successfully managing a diverse portfolio of assets. Their team of 20+ advisors has the knowledge and expertise to assist a wide range of clients with their financial needs.
Financial Services Offered:
As mentioned earlier, RWH Asset Management offers a wide range of financial services to its clients. These services include:
- Investment Management: This includes portfolio analysis, asset allocation, and investment selection.
- Retirement Planning: RWH Asset Management helps clients plan for their retirement by identifying their financial goals and creating a personalized retirement plan.
- Tax Planning: The firm helps clients minimize their tax liabilities by developing effective tax strategies.
- Estate Planning: RWH Asset Management assists clients in creating an estate plan that ensures their assets are distributed according to their wishes.
- Insurance Planning: They also provide guidance on insurance needs such as life, disability, and long-term care insurance.
Client Types:
RWH Asset Management caters to a diverse set of clients, including individuals, families, and small businesses. They have the expertise to understand the unique financial needs of different clients and provide tailored solutions.
Fees & Compensation:
RWH Asset Management charges a fee based on a percentage of the assets under management. This fee structure aligns the firm’s interests with those of their clients. It means that the firm only benefits when the clients’ assets grow in value.
Background:
RWH Asset Management was founded in 2005 by Robert W. Hermann, who has over 20 years of experience in the financial industry. The firm is headquartered in New York and has expanded to have offices in California and Connecticut.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest that may arise in the client-advisor relationship. RWH Asset Management is committed to transparency and has no disclosures to report on their regulatory filings or their Form ADV.