Robert Rubin is a ChFC-designated registered investment advisor at Rwa Advisors, based in Boca Raton, FL, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 221 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum annual fee is 2.75%. Accounts with over $5,000,000 have custom fee schedules. Fees are negotiable.
Fee Estimator
Location
1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a managing member of RWA Advisors LLC, where he receives life insurance commissions and spends nearly full-time. He also serves on the board of Florida Atlantic University and Triple F Entertainment LLC, and is president of Galts Gulch LLC and on the board of Vitel Net Services.
Employment History
Current Registrations
Rwa Advisors
Previous Registrations
The Leaders Group, INC.Broker
Valmark Advisers, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Wachovia Insurance Services Broker Dealer, INC.Broker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
The Leaders Group, INC.Broker
The Principal/eppler, Guerin & Turner, INC.Broker
Princor Financial Services CorporationBroker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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