Lee R. Robinson and Associates offers financial planning and portfolio management services. Financial planning covers investment analysis, estate planning, tax planning, retirement income planning, transfer planning, and assisted living planning. Investment accounts may consist of stocks, bonds, mutual funds, and exchange-traded funds. Investment strategies are based on individual investment objectives, goals, and risk tolerances.
Assets Under Management$3.9M
Clients21
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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