Brian Robbins
Brian Robbins is a registered investment advisor at Robbins Wealth Management, LLC, based in Highlands Ranch, CO, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $5.5M 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 $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
Highlands Ranch, CO
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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 Activities
Brian is employed by Thomson Reuters Healthcare, where he doesn't perform investment-related duties but may recommend securities to clients. This activity takes about half of Brian's time.
Employment History
Current Registrations
Robbins Wealth Management, LLC
Previous Registrations
Gallacher Capital Management, LLC
State Registrations1 state
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