Raub Brock Capital Management provides investment management and financial planning services. They focus on high-quality, dividend-growth large-cap U.S. equity securities. They manage accounts for individuals, trusts, retirement accounts, family offices, banks, pension plans, and third-party asset managers. Financial planning services are offered, and may include retirement planning, employment compensation and benefit planning, analysis of current investment holdings, education funding, insurance planning, and estate planning. The firm generally accepts new client relationships of $1 million or above.
Assets Under Management$3.2B
Clients148
Advisors6
Avg. per Client$22M
Avg. per Advisor$540M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of Raub Brock and arrangements with any particular client may vary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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