Rubicon Financial Network
Assets Under Management
$862K
Number of Clients
3
Number of Advisors
1
Average Client AUM
$287K
AUM per Advisor
$862K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rubicon Financial Network offers personalized investment advisory services, including financial planning, estate settlement, and third-party investment advisor referral services. Financial planning covers retirement, income, tax, asset protection, investment, estate, education, business, charitable, and divorce considerations. Investment management is limited to variable products of life insurance companies.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
The above fee schedule reflects Rubicon’s maximum fees for investment management services. Rubicon, in its sole discretion, may negotiate to charge a lesser or no advisory fee based upon certain criteria.
Fee Estimator
Financial planning services are offered on a fixed fee basis, ranging from $3,000 to $10,000, depending on the complexity of the client's situation. General consulting advice is billed at $500/hour. Estate settlement services for legacy clients are the greater of 1% of the gross value of the estate or $10,000; for estates under $500,000, the fee is 1% with a $3,000 minimum. For non-legacy clients, estate settlement is billed at $500/hour. Investment management fees are 1.50% of assets under management.
Areas of Practice
Location
2181 E. Warner Road, Suite 101, Tempe, AZ, 85284