RubinBrown Advisors provides investment advisory services, including discretionary and non-discretionary investment management, and financial planning. RubinBrown Advisors designs investment policies, develops asset allocations, and recommends suitable investments. For discretionary accounts, RubinBrown Advisors manages client portfolios using model portfolios. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. RubinBrown Advisors also offers consulting services on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Longer tenured clients may pay fees ranging from 0.10% to 1.00%. Some clients have negotiated a flat quarterly fee. Clients who hire RubinBrown Advisors as a result of their advisor joining the firm continue to pay the same fees they paid to their prior investment adviser firm, provided they do not exceed 1.00% of assets, unless negotiated by the client.