Rubicon Financial Network is a registered investment advisor located in Tempe, Arizona, offering personalized financial planning, estate settlement assistance, and limited investment management services primarily for variable life insurance and variable annuity products. Founded in 1998, Rubicon helps clients build comprehensive strategies covering retirement, income, tax planning, asset protection, and estate planning. The firm also provides financial consulting on an hourly basis and connects certain legacy clients with third-party investment managers. Rubicon uses a tactical management approach focused on market sector strength to guide portfolio decisions. Clients can expect a collaborative process tailored to their specific financial goals and risk tolerance levels.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is 1.50% billed quarterly in arrears based on the average daily balance. Fees may be negotiated or waived at the firm's discretion.