Robinson Value Management is an investment management firm providing personalized investment advice to individuals, banks, trusts, estates, charities, corporations, and small businesses. Robinson Value Management offers discretionary investment advice using separate account management and sub-advisory services. The firm also provides investment management services through wrap fee programs sponsored by unaffiliated third-party investment advisors.
Assets Under Management$200M
Clients56
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
For accounts over $10,000,000, the first two tiers of fees are waived, with the result that the fee on the first $10,000,000 is 0.50% of assets. Fixed Income Only portfolios are managed at a 30% discount to the standard fee schedule. Fees may be negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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