Robbins Wealth Management offers portfolio management services on both a discretionary and non-discretionary basis. They also provide financial planning services covering areas like estate planning, tax planning, and risk management. Additionally, they offer tax preparation and trust accounting services upon request. Robbins primarily advises on equity securities, mutual funds, and exchange-traded funds.
Assets Under Management$220M
Clients138
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable only on rare occasions. Legacy clients may operate under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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