RBA Wealth Management offers financial planning and consulting services covering areas like business planning, cash flow forecasting, trust and estate planning, investment consulting, and retirement planning. They also provide wealth management services, including managing investment portfolios using individual securities, mutual funds, and ETFs. RBA Wealth Management tailors its services to each client's needs, considering their risk tolerance and financial goals.
Assets Under Management$450M
Clients426
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
The firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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