Rubicon Global Group, Rubicon Global Advisors
Assets Under Management
$30.0M
Number of Clients
65
Number of Advisors
1
Average Client AUM
$462K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)
About This Firm
Rubicon Global Halal Advisors LLC provides financial guidance through planning, selecting, and monitoring investments to meet clients' financial and social objectives. They primarily utilize corporate bonds, government agency securities, municipal obligations, mutual funds, ETFs, and individual stocks. Services are tailored to individual client needs through interviews and questionnaires.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
Fee Estimator
The firm charges an annual management fee based on a percentage of assets under management, billed quarterly in advance. For example, the fee is 1.50% on assets under $500,000, 1.25% on assets between $500,000 and $1,000,000, and 1.00% on assets between $1,000,000 and $5,000,000. Fees on assets exceeding $5,000,000 are negotiable. There is a minimum account size of $100,000 for new clients, but this may be waived.
Areas of Practice
Location
7100 SW Hampton St, Suite 202, Portland, OR, 97223