Robertson Stephens Wealth Management, LLC

Robertson Stephens Wealth Management, LLC is a registered investment adviser based in San Francisco, CA, established in 2017. The firm offers a range of investment advisory services, including investment management, consulting, pension consulting, asset allocation, and due diligence of money managers. Services cover various investment types such as equities, fixed income, mutual funds, ETFs, options, and private funds. Additional services include financial planning, tax and estate planning, risk management, and retirement planning. Investment management can be provided on a discretionary or non-discretionary basis, tailored to clients' financial situations and goals. The firm may recommend professional money managers with full investment discretion and trading authority. Robertson Stephens also offers alternative investment strategies like hedge funds and private equity. The firm acts as a fiduciary for retirement accounts, ensuring recommendations are in clients' best interests. Investment advisory fees are typically a percentage of assets under management, ranging from 0.10% to 2%. Clients may be charged separately for financial planning, tax compliance, and other services. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, families, trusts, estates, and various legal entities. Investment strategies are tailored to individual client profiles, with a focus on asset allocation and due diligence on third-party managers. Clients are informed about risks associated with investments, such as market, credit, international, liquidity, and ESG factors. Robertson Stephens does not have any reportable disciplinary events and has a code of ethics to address conflicts of interest and ensure client interests are prioritized. The firm recommends custodians for client assets and reviews client accounts regularly, providing detailed reports and statements. Robertson Stephens discloses compensation arrangements with third parties and potential conflicts of interest related to client referrals and custodial services. The firm does not maintain physical custody of client assets and provides investment advisory services on a discretionary or non-discretionary basis. Proxy voting authority may be accepted from clients or third-party managers, as disclosed. Robertson Stephens has no financial impairments and is not required to provide a financial statement in the brochure.