Assets Under Management
$19.6M
Number of Clients
58
Number of Advisors
1
Avg. Portfolio per Client
$338K
Avg. Managed per Advisor
$19.6M
Compensation
Fee-Only (% of Portfolio)
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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
TN, United States