Harish Prabandham is a registered investment advisor at Rubric Advisors LLC, based in San Francisco, CA. Harish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
This fee schedule is for the Personal Advisor Service. The Digital Advisor Service charges 0.45% annually. Fees are negotiable. Minimum quarterly fee of $279 for Personal Advisor Service and $99 for Digital Advisor Service.
Fee Estimator
Location
2 Embarcadero Center, 8th Floor, San Francisco, CA, 94111
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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 →Employment History
Current Registrations
Rubric Advisors LLC
State Registrations1 state
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