Assets Under Management
$3.1B
Number of Clients
1,133
Number of Advisors
21
Average Client AUM
$2.7M
AUM per Advisor
$147.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
RubinBrown Advisors is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services. They manage portfolios using model portfolios and provide advice on various securities and third-party managers. They also offer retirement plan sponsor services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105