Rafal Baranski is a registered investment advisor at Rbf Capital Management, INC., based in Sarasota, FL, with 19 years of industry experience. Rafal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBF Capital Management charges a percentage of your portfolio annually for investment management services. The maximum annual fee is 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable. RBF also provides investment advice to retirement plans, with fees ranging from 0.20% to 1.50% annually, depending on the complexity of services and the size of the account.
Location
3800 S. Tamiami Trail, Suite 327, Sarasota, FL, 34239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rafal is a passive minority investor in startup companies through Golden Goose Partners LLC (since 2017) and Green Goose LLC (since 2018). He spends minimal time on each of these investment-related activities.
Employment History
Current Registrations
Rbf Capital Management, INC.
Previous Registrations
Montgomery Asset Management, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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.