Rbf Wealth Advisors

RBF Wealth Advisors, also known as Roman, Butler, Fullerton & Co., Inc., is a registered investment adviser based in St. Louis, Missouri, established in 1984. The firm offers personalized fee-based investment management services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. Services include advice on investment objectives, asset allocation, cash flow management, education funding, retirement planning, and estate planning. RBF operates as a fiduciary, obligated to act in clients' best interests. As of December 31, 2022, the firm managed approximately $435.3 million, with most assets under discretionary management. Fees are based on a tiered structure, with a maximum fee of 2.75% for accounts up to $250,000. RBF generally does not charge performance-based fees but may offer them to qualified clients. The firm's investment strategy focuses on building globally diversified portfolios using fundamental and technical analysis. RBF does not have any disciplinary events on record. The firm does not compensate third parties for client referrals and does not vote proxies on behalf of clients. Clients receive regular account statements and performance reports. RBF has no financial conditions that impair its ability to meet contractual commitments. The firm accepts discretionary authority to manage client accounts, subject to clients' risk profiles and investment objectives.