$30.2M Total AUM
$30.2M Disc. AUM
-- 3Y CAGR
2 Employees
98 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2022
- Office Locations
- 2
Office Locations
17874 US HWY 41 N. Lutz FL
2020 Calamos Court Suite 200 Naperville IL
About RWC FOR Life
RWC For Life is a retirement-focused planning and wealth management firm formed by Michael Fry and David Bankston. The team coordinates investment, income, and tax planning using its proprietary CASTLE Retire 360 process, alongside portfolio analysis and monthly market commentary. Portfolios lean heavily on ETFs with a mix of fixed income. Custody includes Fidelity/NFS and Altruist.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$307.9K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
MICHAEL JOSEPH FRY
Chief Compliance Officer, Managing Member
- CRD
- #3110400
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID ALLEN BANKSTON SR
Certified Financial Planner
- CRD
- #2023688
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,175,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,175,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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