Rabkin Advisors provides investment management services tailored to each client's individual needs. They focus on understanding each client's financial situation and investment objectives. Rabkin Advisors primarily works with individuals and families, including retirement accounts. They do not have a minimum net worth requirement, but generally require a minimum account size.
Assets Under Management$7M
Clients13
Advisors1
Avg. per Client$540K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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