RLB Financial offers investment management services, primarily using third-party investment managers, for individuals. RLB also provides financial planning and consulting services, covering areas like estate planning, investments, taxes, and retirement income. RLB's managing member is affiliated with an insurance agency, which may present a conflict of interest.
Assets Under Management$170M
Clients607
Advisors3
Avg. per Client$290K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
RLB Financial offers several investment management options:
- Direct asset management: The annual fee is 1.55% of the total value of your portfolio. This fee may be negotiable, and accounts within the same household may be combined for a reduced fee.
- SEI Managed Account Solutions: The annual fee is a maximum of 1% of the total value of your portfolio. SIMC's advisory fee schedule for MAS range from .10% to 1.25%.
- Assets Under Advisement: The annual fee is 0.50% of the assets managed.
When using sub-advisors, the client will not pay additional fees. The sub-advisors fees are included in the fees charged by RLB.
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