CD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$250/hr
Investment management fees are calculated as a percentage of assets under management and billed quarterly. There are different fee schedules for long equities, fixed income, and hedging strategies. Financial planning is included in these fees. For clients who only want financial planning, the hourly rate is $250. Fees may be negotiable in certain limited circumstances. There is no stated minimum account size.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Loading...
Advisor Information
Office location
Laguna Woods, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rb Capital Management, LLC
April 2025 - Present · 9 mos
Previous Registrations
Chd Investment Management, LLC
September 2014 - April 2025 · 10 yrs 7 mos
Rb Capital Management, LLC
June 2006 - December 2014 · 8 yrs 6 mos
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.