Overview

Headquarters
Dallas, TX
Total Firm Assets
$171 million
Average High-Net-Worth Client Portfolio Size
$20.0 million
Stated Minimum Account Size
$10,000,000

Fee Disclosure

Source: RWR INVESTMENTS LLC - FORM ADV, PARTS 2A AND 2B (2026-05-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $25,000,000 1.00%
$25,000,001 $50,000,000 0.50%
$50,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million Below minimum client size
$10 million $100,000 1.00%
$50 million $375,000 0.75%
$100 million $500,000 0.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
93.83%
Number of High-Net-Worth Clients
8
Total Client Accounts
9
Discretionary Accounts
9

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
157966
  • RWR INVESTMENTS LLC - FORM ADV, PARTS 2A AND 2B (2026-05-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse TX advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials