Richard Wait
Advisor at RSW Wealth Management
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.
Advisor at RSW Wealth Management
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.
Location
Reno, NV 89509
Credentials
Series 65
Industry experience
9 years
Richard Wait is a financial advisor at RSW Wealth Management in Reno, NV, holding a Series 65 credential with nine years of industry experience. He has been associated with RSW Wealth Management since 2016 and also serves as a CPA and shareholder at RS Wait, CHTD, an accounting firm he has been involved with since 1995. Additionally, he holds director roles providing financial guidance for two local nonprofit organizations focused on swimming and water polo. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, evidence-driven investment approach using broadly diversified mutual funds and ETFs, with discretionary management and ongoing portfolio monitoring.
Based on RSW Wealth Management
Based on RSW Wealth Management
Typically ranges from $5,000 to $10,000, depending on scope and complexity
$0 - $5,000,000: 1.00% $5,000,001 - $11,000,000: 0.70% $11,000,001 - $18,000,000: 0.50% $18,000,001 - $27,000,000: 0.40% $27,000,001+: 0.35%
$225 to $300 per hour
Account minimum: $1,000,000 Minimum fee: $10,000 annually minimum fee generally required
6566 S. Mccarran Blvd, Suite A
Reno, NV 89509
Nevada
RSW, CHTD. d/b/a RSW WEALTH MANAGEMENT
2016 - Present (10 years)
RS Wait, CHTD
1995 - Present (31 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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