RBF Capital Management offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They also provide financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. RBF also provides investment advice to retirement plans and their participants. RBF generally limits its investment advice to mutual funds, fixed-income securities, equities, ETFs, treasury inflation-protected/inflation-linked bonds, and non-U.S. securities.
Fee Structure
RBF Capital Management charges a percentage of your portfolio annually for investment management services. The maximum annual fee is 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable. RBF also provides investment advice to retirement plans, with fees ranging from 0.20% to 1.50% annually, depending on the complexity of services and the size of the account.