Robertson Stephens provides investment advice, including investment management, consulting, and financial planning. They offer services like retirement planning, tax and estate planning, and insurance planning. Investment management is offered with and without the authority to make trades without asking first. Robertson Stephens may use outside money managers or sub-advisors. They also offer advice on alternative investments like hedge funds and private equity.
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.