Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
RBF offers managed accounts with fees based on portfolio value. The maximum fee ranges from 2.75% on the first $250,000 to 1.50% for amounts over $2,000,001. Fees are payable in advance, generally on a quarterly basis, and are typically deducted directly from the client’s account. Fees for financial planning or general consulting services are determined in advance on a case-by-case basis, with 50% due upfront and the remainder upon completion. Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Areas of Practice
Advisor Information
Office location
680 Craig Road, Suite 201, St. Louis, MO, 63141
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Mark is an insurance agent for two agencies, selling fixed, life, disability, and whole life insurance, dedicating about 10-20% of his time to one and about a quarter of his time to the other. He also owns two websites for marketing investment advisory and financial planning services, spending minimal time on each, and is a managing member of an inactive LLC and a vice president of a Safari Club chapter.