RBS Wealth Management offers personalized financial planning and investment management services. Investment management is offered on a discretionary or non-discretionary basis. Financial planning includes retirement, education, estate, cash flow, tax, and insurance planning. RBS may recommend unaffiliated money managers. Clients are not obligated to implement recommendations.
Assets Under Management$300M
Clients649
Advisors2
Avg. per Client$460K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.80% |
| $3.5M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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