Rubey & Rust Capital Management, LLC

Fee-Only (% of Portfolio)

Rubey & Rust Capital Management provides investment advice to individuals and other entities. Rubey & Rust offers portfolio management and investment consulting services to help clients meet their financial goals. The firm acts as a legal fiduciary, meaning it's legally required to act in your best interest. Rubey & Rust works with clients to understand their investment objectives and educate them about their process.

Assets Under Management$360M
Clients143
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$180M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Rubey & Rust Capital Management, LLC | TrueAdvisor