RJ Aubrey Investments Corp. has been in business since 1989, offering continuous investment management services and financial planning consultation to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. RJ Aubrey Investments Corp. focuses primarily on investment management rather than comprehensive financial planning, meaning they do not draft comprehensive written financial plans. However, RJ Aubrey Investments Corp. does assist clients with specific financial planning components such as retirement planning, cash flow analysis, education funding, and risk management. The firm utilizes quantitative, fundamental, and technical analysis for equity investing, and evaluates fixed income securities based on financial strength, maturity, valuation, and credit ratings. Portfolios are continuously monitored and reviewed at least quarterly, and clients meet with RJ Aubrey Investments Corp. at least annually. Ronald J. Aubrey serves as the President and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.95% |
| $150K - $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.75% |
| $750K+ | 1.25% |
Fees are determined at engagement and may be modified based on time, effort, complexity, types of assets, or special circumstances.