RBF Wealth Advisors offers personalized investment management and financial advice. After getting to know you, RBF will advise you on investment objectives, how to allocate your assets, and how to manage your cash flow. RBF also provides advice on education funding, retirement planning, estate planning, and general financial planning. RBF also offers a bundled fee program.
Assets Under Management$720M
Clients1,289
Advisors11
Avg. per Client$560K
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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