Advisor at Rwc Wealth Management, Inc.
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Firm
Rwc Wealth Management, Inc.
Location
Montgomery, AL 36106
Credentials
Series 63, Series 65
Industry experience
19 years
Richard Akinyemi is a financial advisor with Rwc Wealth Management, Inc. in Montgomery, AL, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Rwc Wealth Management since 2012. Outside of his advisory role, he is a published author and serves as a director of a construction company in Nigeria, as well as a member of an import-export company. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm uses a variety of analytical methods and investment strategies, operates primarily on a non-discretionary basis, and offers specialized services including corporate consultations and facilitation of precious-metals purchases.
Based on Rwc Wealth Management, Inc.
Based on Rwc Wealth Management, Inc.
Financial Planning Fixed Fees between $2,500 and $50,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.85% $10,000,001+: 0.50%
$250 to $750 per hour for individual clients; $4,999 to $14,999 for corporate consultations
Account minimum: $50,000 Fee-only: Financial Planning Fixed Fees between $2,500 and $50,000; Hourly Fees between $250 and $750 (individual clients), $4,999 to $14,999 (corporate consultations)
4758 Woodmere Blvd, Suite F 2160
Montgomery, AL 36106
Alabama
Rwc Wealth Management, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
ChFC®, Series 63, Series 65
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