Rbf Wealth Advisors
Assets Under Management
$647.7M
Number of Clients
1,120
Number of Advisors
11
Average Client AUM
$578K
AUM per Advisor
$58.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RBF Wealth Advisors offers personalized investment management to individuals, profit sharing plans, trusts, charitable organizations, and businesses. Services include advice on investment objectives, asset allocation, cash flow management, education funding, retirement planning, estate planning, and general financial planning.
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
Location
680 Craig Road, Suite 201, St. Louis, MO, 63141