Rubicon Financial Group is a registered investment advisor that specializes in connecting individuals, high-net-worth clients, business owners, and corporate executives with unaffiliated investment managers and wealth-management firms. Rubicon Financial Group does not manage investment portfolios, execute trades, or hold client funds directly. Instead, Rubicon Financial Group evaluates prospective clients' needs and refers them to appropriate third-party registered investment advisors, such as Oppenheimer & Co. Inc. Rubicon Financial Group does not charge clients a direct advisory fee for this referral service; instead, Rubicon Financial Group receives a portion of the advisory fee collected by the receiving investment advisor. In addition to advisory referrals, Rubicon Financial Group offers insurance products and related services through an affiliated company, which provides an additional source of compensation.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.