Robinson Wealth and Financial Planning provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily advise on mutual funds, fixed income securities, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under Management$300K
Clients7
Advisors1
Avg. per Client$43K
Avg. per Advisor$300K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.35% |
| $50K - $100K | 1.30% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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