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.
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Blake works full-time as a Registered Investment Advisor (RIA) at Roma Butler Fullerton Inc. He also works at StudentLoansRX as a Financial Planning Associate, dedicating about a third of his time to providing financial planning services to emerging healthcare professionals.