Rubicon Investment Management & Analytics provides investment management services, trading, and investing in various financial instruments, with a focus on individual equity markets. Rubicon uses its own strategies, including quantitative and technical analysis, supported by fundamental research, to select equity investments. Rubicon's clients include high net worth individuals, retirement plans, and trusts. Currently, Rubicon is not charging fees due to the Covid crisis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.5% to 2.5% depending on client classification and account size. Accredited investors may also pay an incentive allocation of up to 20% of profits above prior losses each month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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