Rubicon Advisors
Assets Under Management
$340.2M
Number of Clients
1,278
Number of Advisors
8
Average Client AUM
$266K
AUM per Advisor
$42.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rubicon Advisors assists clients throughout the U.S. with objective financial advice. They offer comprehensive services including portfolio analysis, asset allocation design, investment management, estate planning, retirement planning, and college funding strategies. They coordinate planning with tax, legal, and insurance professionals, balancing risk and return while educating clients.
Fee Structure
The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable based on assets managed and engagement complexity. Fees are billed quarterly in advance. LPL Sponsored Advisory Programs have maximum fees up to 1.80%, or 1.35% for Guided Wealth Portfolios. Financial planning and consulting are charged hourly (up to $350/hour) or flat fee (up to $5,000). Retirement Plan Consulting is billed hourly, flat fee, or percentage of plan assets. Clients may incur transaction fees or fund expenses charged by custodians or funds.
Areas of Practice
Location
1640 East Cypress, Suite A, Redding, CA, 96002