Robinson Stocks, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Robinson Stocks generally limits its investment advice to equities and non-U.S. securities. They require authority to make trades without asking first. They do not participate in wrap fee programs.
Fee Structure
Robinson Stocks, LLC charges a performance-based fee for managing your investments. You, the client, receive the first 4% of the return with no fee. Robinson Stocks then collects 1% on the next 1% of the return. After the initial 5% of the return, Robinson Stocks will receive 20% of the annualized return. If the portfolio drops in value, then you will not incur a performance fee the following year until the portfolio reaches the last highest value, adjusted for withdrawals and deposits.