Robinson Smith Wealth Advisors, LLC
Assets Under Management
$403.2M
Number of Clients
215
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$80.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RSWA is an independent fee-only firm offering investment management, financial planning, consulting, and advisor selection services. They partner with clients to create and monitor financial plans and investment strategies. They manage assets on both a discretionary and non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable based on certain criteria.
Fee Estimator
RSWA's fees are based on a percentage of assets under management. For example, a $1,500,000 portfolio would cost approximately $13,000 per year. They also offer fixed fee arrangements ranging from $5,000 to $50,000 annually for investment management services. Financial planning and consulting services are typically included in the investment management fee, but may be charged separately on a fixed fee basis ranging from $5,000 to $50,000 annually for extraordinary planning needs. Clients also incur fees from third-party custodians and broker-dealers.
Areas of Practice
Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
