Robinson Capital Group provides ongoing investment advisory services to individuals and institutions on a fee-only basis. The firm constructs diversified portfolios using money market funds, fixed income securities, and equity securities. Investment portfolios are tailored to each client's needs, considering their investment return expectations, risk tolerance, time horizon, and income requirements.
Assets Under Management$740K
Clients1
Advisors1
Avg. per Client$740K
Avg. per Advisor$740K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees lower than the amount indicated above may be negotiated at the discretion of Robinson Capital Group, LLC. A flat fee is available to those clients where appropriate and at the sole discretion of Robinson Capital Group, LLC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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