Rbf Wealth Advisors
Assets Under Management
$716.1M
Number of Clients
1,289
Number of Advisors
11
Avg. Portfolio per Client
$556K
Avg. Managed per Advisor
$65.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
RBF Wealth Advisors offers personalized investment management and financial advice. After getting to know you, RBF will advise you on investment objectives, how to allocate your assets, and how to manage your cash flow. RBF also provides advice on education funding, retirement planning, estate planning, and general financial planning. RBF also offers a bundled fee program.
Fee Structure
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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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Location
680 Craig Road, Suite 201, St. Louis, MO, 63141