Rubicon Advisors offers portfolio analysis, asset allocation design, investment management, estate planning, retirement planning, and college funding strategies. Rubicon Advisors works with clients throughout the U.S. and coordinates planning with tax, legal, and insurance professionals. Rubicon Advisors provides ongoing investment advice and management through Strategic Wealth Management accounts held at LPL Financial.
Fee Structure
Rubicon Advisors offers investment management through Comprehensive Portfolio Management and LPL Sponsored Advisory Programs. The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable and billed quarterly in advance. LPL Sponsored Advisory Programs have maximum annual fees up to 1.80%, except for Guided Wealth Portfolio, which has a maximum of 1.35%.