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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Purshe Kaplan Sterling 9 years Dec 2010 - Present
Rs Wealth Management 9 years, 1 month Nov 2010 - Present
LPL Financial LLC 9 years, 5 months Jul 2001 - Dec 2010

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Sep 26, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Sep 26, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Rs Wealth Management, LLC

Last updated on March 15, 2017
    • $28.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 129
      Accounts
    • $222.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees