Advisor at RW Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RW Investment Management LLC
Location
Hailey, ID
Credentials
Series 65
Industry experience
1 year
Brian Vander Wyst is a financial advisor at RW Investment Management LLC with one year of industry experience. He previously worked at Sun Valley Gold, LLC for 18 years. He serves as a board member of Syringa Mountain School, a local charter school. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active funds, individual securities, and limited alternatives, with accounts monitored annually and technology-assisted rebalancing.
Based on RW Investment Management LLC
Based on RW Investment Management LLC
Financial Planning fees up to $250,000 annually; Pension Consulting flat fees $500 to $25,000
$0 - $999,999.99: 1.125% $1,000,000 - $2,499,999.99: 0.875% $2,500,000 - $4,999,999.99: 0.750% $5,000,000 - $9,999,999.99: 0.625% $10,000,000 - $24,999,999.99: 0.500% $25,000,000+: Negotiable
Pension Consulting hourly fee $250
Minimum fee: Annual minimum advisory fee of $10,000 for new Comprehensive Portfolio Management clients, negotiable at firm’s discretion Fee-only: Comprehensive Portfolio Management fees based on asset tiers; Financial Planning flat fees; Pension Consulting hourly, flat, or % of plan assets
Hailey, ID
Idaho
RW Investment Management LLC
2025 - Present (1 year)
Sun Valley Gold, LLC
2006 - 2024 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hailey, ID
Wood River Consulting
Series 63, Series 65
Hailey, ID
Davis Investment Group, Ltd.
Series 63, Series 65
Ketchum, ID
McRae Capital Management L.L.C.
Series 63
Sun Valley, ID
Gregory Lyle & Co.
Series 65
Hailey, ID
Redpoint Investment Advisors
Series 65
Hailey, ID
Sun Valley Advisors, Inc.
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