Shawn Young is a registered investment advisor at Rb Capital Management, LLC, based in Fresno, CA, with 20 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RB Capital Management charges a percentage of your portfolio annually for investment management. The fee varies depending on the type of investments and the amount you invest.
Long Equities:
- Up to $100,000: 1.75%
- $100,001 to $250,000: 1.50%
- $250,001 to $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001+: 0.75%
Fixed Income:
- Up to $1,000,000: 0.75%
- $1,000,001 to $2,500,000: 0.50%
- $2,500,001 to $5,000,000: 0.40%
- $5,000,001+: 0.35%
Hedging Strategies:
- Up to $100,000: 2.50%
- $100,001 to $250,000: 2.00%
- $250,001 to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001+: 1.25%
These fees may be negotiable in certain circumstances.
Location
7409 N Cedar Avenue, Suite 103B, Fresno, CA, 93720
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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.
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Shawn is a cross country and track coach at Fresno Christian High School since January 2020. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Rb Capital Management, LLC
Previous Registrations
Rb Capital Management, LLC
State Registrations1 state
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