Rhubarb Investments, LLC provides investment management services to individuals and high net worth individuals. Rhubarb creates a Personal Investment Policy for each client based on their goals, risk tolerance, and time horizon. Rhubarb manages accounts on a discretionary basis and may use model portfolios. Investment recommendations generally include advice regarding exchange-listed securities, securities traded over-the-counter, foreign issuers, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual fund shares including Exchange-Traded Funds, Exchange-Traded Notes, United States governmental securities, Options contracts on securities and/or commodities, Interests in partnerships investing in real estate and/or oil and gas interests, and Real Estate Investment Trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are determined on a case-by-case basis and may include a management fee, a performance fee, or a combination of both. Discounts may be offered to family members and friends of associated persons.