Robinson Capital Management (RCM) offers financial planning and investment management services to individuals, high net worth individuals, charitable trusts, estates, family partnerships, and corporations. RCM creates financial plans, manages investments, and provides consulting services. RCM emphasizes diversification across and within asset classes, tailoring investments to individual client risk tolerance and time period.
Assets Under Management$77M
Clients65
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Cash and equivalents are charged at 0.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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