Rubicon Wealth Management, LLC

Rubicon Wealth Management, LLC, established in 1995, is a registered investment adviser based in Blue Bell, Pennsylvania. The firm offers a range of investment advisory services, including wealth management, discretionary and non-discretionary portfolio management, and consulting services. Clients can engage in wealth management services to structure multi-generational wealth plans. The firm may also provide ongoing portfolio management services with discretionary authority granted by clients. Additionally, clients can participate in the Managed Accounts Program or the GoalLink Program, where the firm assists in selecting asset allocation strategies managed by SEI Investments Management Corporation. Fees for services may include fixed annual fees or percentage-based fees, ranging from 0.05% to 1.25%. Rubicon Wealth Management does not accept performance-based fees and operates as a fiduciary, acting in the best interests of clients. The firm does not vote proxies on behalf of clients and does not provide financial information due to its federal registration status. Client privacy is a top priority, and the firm maintains strict policies to protect personal information. In case of trade errors, the firm aims to restore accounts to their correct positions. For more information, visit www.rubiconwealth.com or contact (610) 668-4615.