Derrick Robinson is a CFP-designated registered investment advisor at Robinson Capital Management LLC, based in Boulder, CO, with 22 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 65 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Cash and equivalents are charged at 0.5% annually.
Fee Estimator
Location
5370 Manhattan Circle, Suite 201, Boulder, CO, 80303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robinson Capital Management LLC
Previous Registrations
Robinson Capital Management LLC
Sargent Bickham Lagudis, LLC
State Registrations1 state
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