AdFi
MJ

Michael James Fitzgerald

Investment Adviser Representative at RW INVESTMENT MANAGEMENT LLC

Eagle, IDCRD #5386627Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Idaho
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/18/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01125
Asset tierAnnual rate
$0 to $999,999.991.13%
$1,000,000 to $2,499,999.990.88%
$2,500,000 to $4,999,999.990.75%
$5,000,000 to $9,999,999.990.63%
$10,000,000 to $24,999,999.990.50%
Over $25,000,000
Source

RW Investment Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RW INVESTMENT MANAGEMENT LLCCurrent
4/28/2020Eagle, ID
CLEARWEALTH INDEPENDENT FIDUCIARIES, LLC
3/28/201212/17/2020Boise, ID
CLEARWEALTH
9/19/20071/12/2012Boise, ID

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RW INVESTMENT MANAGEMENT LLC

Showing 12 of 14 in the directory

View RW INVESTMENT MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael James Fitzgerald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael James Fitzgerald - Financial Advisor in Eagle, ID | AdvisorFinder