Sara Brubaker is a ChFC-designated registered investment advisor at Rfm Financial Solutions, LLC, based in Midland, MI, with 2 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 570 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $1,000. Pension consulting fees are 0.75% of assets under advisement with a $75 minimum annual fee.
Fee Estimator
Location
1515 Commerce Drive, Suite C, Midland, MI, 48642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rfm Financial Solutions, LLC
State Registrations1 state
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