Rubinbrown Advisors LLC
Assets Under Management
$3.1B
Number of Clients
1,133
Number of Advisors
21
Average Client AUM
$2.7M
AUM per Advisor
$147.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RubinBrown Advisors provides investment advisory services, including discretionary and non-discretionary management using model portfolios and third-party managers. They also offer financial planning services, covering personal, tax, investment, insurance, retirement, and estate planning. They work with individuals, high-net-worth individuals, and retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. The standard fee schedule starts at 0.95% on the first $2 million and decreases for larger portfolios. Fees are billed quarterly in arrears. Financial planning fees range from $150 to $750 per hour or a fixed fee of $2,500 to $10,000, depending on the complexity. Clients can negotiate fees. Some clients have negotiated a bundled fee to include advisory services and personal tax return preparation.
Areas of Practice
Location
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105