RJ Aubrey Investments Corp. offers investment management services and consultation on financial planning issues. While not a comprehensive financial planner, RJ Aubrey Investments Corp. assists clients with components of their financial planning needs. The firm focuses on understanding client goals, objectives, time horizon, and risk tolerance to develop suitable asset allocation models. Clients receive ongoing monitoring, recommendations, and investment advice.
Assets Under Management$7.8M
Clients66
Advisors1
Avg. per Client$120K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.75% |
| $750K+ | 1.25% |
Fees may be modified based upon time and effort, complexity, types of assets managed, unique needs, special circumstances or pre-existing relationships, and at the discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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