RBF Wealth Advisors manages investment portfolios and offers financial planning services for individuals, profit sharing plans, trusts, charitable organizations, and businesses. Operating from Missouri since 1984, the registered investment advisor builds diversified portfolios based on modern portfolio theory, covering investment management, asset allocation, cash flow management, education funding, retirement planning, and estate planning. RBF Wealth Advisors also offers a wrap fee program. As a registered investment advisor, RBF Wealth Advisors is legally required to act in your best interest when providing advice.
Assets Under Management$720M
Clients1,289
Advisors12
Avg. per Client$560K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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