RBO & Co. provides investment management services to clients, managing portfolios that include equities, preferred securities, REITs, and bonds. RBO's investment approach involves a bottom-up, security-by-security analysis. RBO is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees.
Assets Under Management$650M
Clients112
AdvisorsN/A
Avg. per Client$5.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
RBO has the discretion to waive or vary its fees. For example, certain employee accounts, employees’ family accounts, and select charitable accounts are managed at no cost. For certain other accounts, RBO charges a lower fee or custom tiered fee, based on certain criteria (e.g., historical relationship, anticipated additional assets, size of account, related accounts, account composition, and negotiations with clients).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.