Robinson Investment Group offers investment management and financial advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides services including determining financial objectives, cash flow management, investment management, education funding, and retirement planning. Robinson Investment Group is a fee-only firm and does not sell commissioned products.
Assets Under Management$20M
Clients58
AdvisorsN/A
Avg. per Client$340K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.