Assets Under Management
$3.2B
Number of Clients
148
Number of Advisors
6
Average Client AUM
$21.8M
AUM per Advisor
$537.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Raub Brock Capital Management provides investment management and financial planning services to individuals, family offices, and institutions. They focus on high-quality, dividend growth large-cap equity securities. The firm manages various account types and offers sub-advisory services to institutional clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of Raub Brock.
700 Larkspur Landing Circle, Suite 240, Larkspur, CA, 94939