Robert Bender & Associates (RBA) provides ongoing asset management services to clients. RBA determines individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$510M
Clients341
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Robert Bender & Associates charges an annual investment advisory fee based on the total value of your portfolio.
The annual fee ranges from 0.50% to 1.50% of your portfolio.
Fees are billed quarterly in advance.
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