Lee R. Robinson and Associates is a registered investment advisor based in Stockton, California, founded in 1986. The firm offers personalized portfolio management and comprehensive financial planning services, covering areas such as retirement income planning, tax strategies, estate planning, investment analysis, transfer planning, and assisted living planning. Portfolios are managed on a non-discretionary basis, meaning client approval is required before executing trades. The firm builds portfolios using Modern Portfolio Theory to help minimize risk while pursuing investment goals. Clients receive ongoing annual reviews of their accounts, and advice is tailored to each individual's specific financial situation, risk tolerance, and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion.