Rubric Advisors provides investment management through both a traditional, personalized advisor and a digital, automated platform. They also offer financial planning services, including full financial plans and consultations on individual topics. Rubric can act as an advisor for retirement plans. Rubric may use sub-advisors to manage client portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$1,116
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
This fee schedule is for the Personal Advisor Service. The Digital Advisor Service charges 0.45% annually. Fees are negotiable. Minimum quarterly fee of $279 for Personal Advisor Service and $99 for Digital Advisor Service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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