RCW Management, LLC, a reputable investment advisory firm based in Jacksonville, FL, is dedicated to providing comprehensive financial services. With a client base of over 50 individuals and assets under management exceeding $114,967,000, the firm demonstrates its expertise in managing substantial portfolios.
Specializing in serving high-net-worth individuals, RCW Management, LLC possesses extensive experience in tailoring investment strategies to meet the unique financial goals of affluent clients. While 401K and individual accounts make up less than 30% of their assets under management, the firm also has the capability to effectively manage employer funds, offering comprehensive solutions to businesses and their employees.
With a discretionary management approach, RCW Management, LLC has the autonomy to make strategic investment decisions on behalf of their clients, ensuring optimal performance and growth. This discretionary approach extends to 100% of the assets they manage, reflecting their commitment to actively overseeing and managing clients' investments.
Operating from a single office location in Jacksonville, FL, RCW Management, LLC is a small but highly efficient investment advisory firm. The team consists of four dedicated employees, with two professionals offering investment advisory services. The firm's compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, providing transparency and flexibility to clients.
Brian Hughes and Michelle Barron, two of the longest-tenured registered advisors, bring their extensive knowledge and experience to RCW Management, LLC, ensuring clients receive expert guidance and personalized service. With an average of approximately $57,480,000 in assets under management per investment advisor, RCW Management, LLC demonstrates its commitment to delivering exceptional financial solutions to its valued clients.