RB Investment Management provides investment advice to individuals and trusts. As a fiduciary, RB Investment Management aims to act in the client's best interest. The firm offers asset management, where portfolios are created using stocks, bonds, exchange traded funds, and mutual funds. They also offer financial planning and consulting services covering investment, retirement, estate, charitable, education, insurance, and business/personal financial planning.
Assets Under Management$12M
Clients24
Advisors1
Avg. per Client$480K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...