RW Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee is $250.”

Flat or project fee

$500⁠-⁠$25,000

“Flat fees range from $500 to $25,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How RW Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our firm has established an annual minimum advisory fee requirement of $10,000 for new Comprehensive Portfolio Management clients that is negotiable at our firm’s discretion.”
• “Our firm’s advisory fees are generally not negotiable.”
• “For accounts custodied at Charles Schwab & Co., Inc. or RBC Wealth Management, our firm’s advisory fees are billed on a pro-rata annualized basis quarterly in advance based on the aggregate value of your accounts on the last day of the previous quarter.”

How RW Investment Management LLC’s fees compare

• Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Eagle that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Idaho median of $2,625. 88% of the 26 other Idaho planners that publish a flat or project fee charge less.

About RW Investment Management LLC

• Firm size: 20 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.125% a year

Clients

758

Employees

20

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,731,699,388

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282707

Website

investrw.com (opens in new tab)

Phone

(208) 333-1433

Can advise clients in 11 states: Alaska, Arizona, California, Colorado, Idaho, Illinois, Oregon, Texas, Utah, Virginia, Washington

Other planners in Eagle that publish fees

• Allegiance Financial PlanningEagle$120/hr
• Alturas Wealth Management, LLCEagle$175/hr
• Ascend Wealth Management LLCEagle$150/hr
• Cannon Wealth Group LLCEagle$250/hr, $1,000⁠-⁠$10,000
• Dillon Financial Planning, Inc.Eagle$280/hr
• Eagle Financial PlanningEagle$500/hr, $6,000⁠-⁠$50,000/yr

Compare all 12 planners in Eagle