Robertson Stephens Wealth Management offers comprehensive wealth management services, including investment management, portfolio asset allocation, financial planning, tax and estate planning, insurance planning, retirement planning, cash management, and family office services. The firm works primarily with individuals, high-net-worth families, trusts, estates, and charitable organizations. Investment management is offered on both a discretionary and non-discretionary basis, utilizing model portfolios, third-party money managers, and alternative investments such as hedge funds and private equity. Advisors develop personalized asset allocation plans and investment policy statements based on each client's unique financial profile. The firm also provides pension consulting and tax compliance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.