RBP Investment Advisors works with clients to understand their financial situation and goals, then recommends a tailored investment management program. They manage investments on a discretionary basis, using equities, bonds, mutual funds, and exchange-traded funds. They also offer financial planning services to help clients identify their financial goals and objectives. Advice is provided by Richard Pear or Peter Landini.
Assets Under Management$170M
Clients111
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset management fees range up to 1.00% of the total amount of assets under management. The amount of the fee is based upon a number of factors including the amount of work involved, the assets placed under management and the types of securities and the attention needed to manage the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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