Justin Sloan is a CFA, CFP-designated registered investment advisor at Rb Capital Management, LLC, based in Windsor, CA, with 15 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RB Capital Management charges a percentage of your portfolio annually for investment management. The fee varies depending on the type of investments and the amount you invest.
Long Equities:
- Up to $100,000: 1.75%
- $100,001 to $250,000: 1.50%
- $250,001 to $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001+: 0.75%
Fixed Income:
- Up to $1,000,000: 0.75%
- $1,000,001 to $2,500,000: 0.50%
- $2,500,001 to $5,000,000: 0.40%
- $5,000,001+: 0.35%
Hedging Strategies:
- Up to $100,000: 2.50%
- $100,001 to $250,000: 2.00%
- $250,001 to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001+: 1.25%
These fees may be negotiable in certain circumstances.
Location
9240 Old Redwood Hwy., Suite 248, Windsor, CA, 95452
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Justin is involved with production and marketing at Due Ruscelli Winery, a non-investment related vineyard, since 2009. He spends minimal time in this capacity.
Employment History
Current Registrations
Rb Capital Management, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Rb Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.