Robbins Farley offers wealth planning and investment management services, focusing on major life transitions like marriage, divorce, and retirement. They gather client information to develop a personalized financial plan. For investment management, they prefer discretionary authority, making investment decisions without prior approval, though clients can make deposits or withdrawals at any time. Robbins Farley also provides aggregated reporting services, which can incorporate all of the client’s investment assets including those investment assets that are not part of the assets managed by Robbins Farley.
Fee Structure
Robbins Farley manages investments, typically with the ability to make trades without asking you first. The annual fee ranges from 0.00% to 2.00% of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your financial situation. The total management fees will not exceed 3%.