Robinswood Financial provides investment management services on a fee-only basis. They work with clients to define financial objectives and risk tolerance, then select investments to create individually managed portfolios. Robinswood primarily uses institutional index and asset-class mutual funds. Clients have the opportunity to place reasonable restrictions on the types of investments to be held in their accounts.
Assets Under Management$370M
Clients487
Advisors7
Avg. per Client$750K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,875
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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