Assets Under Management
$647.7M
Number of Clients
1,120
Number of Advisors
11
Average Client AUM
$578K
AUM per Advisor
$58.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
RBF Wealth Advisors offers personalized investment management and financial planning services. They provide advice on investment objectives, asset allocation, cash flow management, education funding, retirement planning, and estate planning. They also offer a wrap fee program. RBF manages accounts on both a discretionary and non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
680 Craig Road, Suite 201, St. Louis, MO, 63141