Robinson Investment Group INC
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)
About This Firm
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.
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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Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
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Location
TN, United States
1 Advisors at this firm
No advisors found for this firm.