JR
JR

Julian Rubinstein

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
315 clients
Average Client Portfolio
$460K average
Assets Under Management
$144.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

The firm reserves the right to negotiate up or down not to exceed an annual rate of 2.50% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
American Asset Management INC.
January 2003 - Present · 23 yrs 1 mo
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.