Robbins Wealth Management (RWM) offers investment advisory services including managed-options portfolios, trading education, investment management, portfolio allocation and review. RWM specializes in managed-options portfolios. RWM purchases and sells mutual funds, separate accounts within variable annuities, equities, corporate debt, municipal securities, U.S. Treasury securities, exchange-traded funds, fixed and variable annuities, options, hedge funds, structured products, and managed futures.
Assets Under Management$5.5M
Clients9
Advisors1
Avg. per Client$610K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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