Rubicon Advisors is a financial services firm that provides comprehensive portfolio management, financial planning, and retirement plan consulting. Rubicon Advisors helps clients design asset allocations, manage investment portfolios, and coordinate wealth accumulation and estate preservation strategies with tax, legal, and insurance professionals. The firm tailors investment advice to individual client needs and utilizes custodial and advisory programs through LPL Financial. Rubicon Advisors serves individuals, high-net-worth clients, retirement plans, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee of 1.75% for comprehensive portfolio management. LPL sponsored advisory programs charge up to 1.80% (or 1.35% for Guided Wealth Portfolios). Fees are negotiable.