Raub Brock Capital Management, LP
Assets Under Management
$3.2B
Number of Clients
148
Number of Advisors
6
Average Client AUM
$21.8M
AUM per Advisor
$537.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Raub Brock Capital Management, LP offers investment management and financial planning services. They focus on high-quality, dividend growth large-cap equity securities. Services include individually managed accounts for private clients and sub-advisory services to institutional clients through various programs. They accept new client relationships of $1 million or above.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of Raub Brock.
Fee Estimator
Raub Brock charges a fee based on a percentage of the market value of investments. For financial planning services, they charge a fixed fee between $1,000 and $5,000, based on complexity. Hourly consultations may be offered at $300 per hour. Fees are negotiable at Raub Brock's discretion.
Areas of Practice
Location
700 Larkspur Landing Circle, Suite 240, Larkspur, CA, 94939