Robinson Smith Wealth Advisors is an independent registered investment advisor serving individuals, families, charitable organizations, corporations, and retirement plans. Robinson Smith Wealth Advisors offers investment management, financial planning, consulting, and advisor selection services. The firm partners with clients to create, monitor, and adjust customized investment strategies and financial plans designed to achieve retirement and life goals. Investment portfolios are primarily built using money market funds, mutual funds, exchange-traded funds, fixed income securities, individual stocks, options, structured notes, and real estate private equity. Robinson Smith Wealth Advisors also accommodates environmental, social, and governance investment preferences and can recommend independent managers when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and pre-existing relationships. The firm enforces a minimum annual fee of $7,500. Alternatively, some clients pay an annual fixed fee ranging from $7,500 to $50,000.
