RJB Investment Advisory Services, LLC offers ongoing portfolio management services. They create a plan for each client based on their income, tax levels, and risk tolerance to help select a suitable portfolio. RJB Investment Advisory Services requires the authority to make trades without asking first. They primarily use mutual funds and ETFs, including those in the gold and precious metal sectors, to diversify portfolios.
Assets Under Management$4.6M
Clients7
Advisors1
Avg. per Client$650K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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