Rubicon Financial Network offers financial planning, estate settlement, third-party investment advisor referral services, and limited investment management services. Rubicon tailors its advice to each client's financial situation, goals, and risk tolerance. Financial planning covers retirement, income, tax, asset protection, investment, estate, education, business, charitable planning, and divorce considerations. Investment management is limited to variable products of life insurance companies.
Assets Under Management$860K
Clients3
Advisors1
Avg. per Client$290K
Avg. per Advisor$860K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on various factors, including anticipated future earnings, additional assets, and related accounts. Rubicon may waive or reduce fees for clients who engage Rubicon or its representatives for other services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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