Assets Under Management
$862K
Number of Clients
3
Number of Advisors
1
Average Client AUM
$287K
AUM per Advisor
$862K
Compensation
Fee-Only (AUM)Fixed/Hourly
Rubicon Financial Network offers personalized investment advisory services, including financial planning, estate settlement, third-party investment advisor referral, and limited investment management. Services are offered on a fee basis, including fixed, hourly, referral, and AUM fees. They consider client's financial situation, objectives, and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees may be negotiable based on various criteria.
2181 E. Warner Road, Suite 101, Tempe, AZ, 85284