RNB Wealth Management Group offers personalized investment management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. RNB monitors portfolio performance and rebalances as needed. They primarily serve individuals, high net worth individuals, and ultra-high net worth individuals.
Assets Under Management$51M
Clients74
Advisors1
Avg. per Client$690K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.80% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 0.75% |
Investment management fees are negotiable. Accounts of members of the same household may be aggregated for purposes of meeting the minimum account size or fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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