R.B. Financial Group, led by Michael Miller, manages investment accounts for various clients, focusing on fixed income investments like dividend-paying stocks, preferred stocks, and bonds. R.B. Financial creates individual stock and bond portfolios based on each client's Investment Policy Statement, which outlines their background, risk tolerance, and investment goals. R.B. Financial has discretionary authority to buy and sell securities within client accounts without prior approval.
Assets Under Management$13M
Clients40
Advisors1
Avg. per Client$330K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.30% |
All management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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