Robinson Smith Wealth Advisors, LLC
Assets Under Management
$403.2M
Number of Clients
215
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$80.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Robinson Smith Wealth Advisors offers investment management, financial planning, consulting, and advisor selection services. They partner with clients to create and monitor financial plans and investment strategies. The firm manages assets on both a discretionary and non-discretionary basis.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
