Rubinbrown Advisors LLC

RubinBrown Advisors, LLC is an SEC-registered Investment Adviser offering Portfolio Management, Financial Planning, Pension Consulting, and Advisor Selection services to retail investors. They provide non-discretionary investment advice, allowing clients to make final investment decisions. The firm advises on various securities, primarily mutual funds, ETFs, and SMAs, with flexibility for other investments. While there is no specified minimum, clients typically have at least $500,000 in investable assets. Fees are asset-based, starting at 0.75% on the first $2,000,000, with negotiable arrangements. Additional costs may include custodial fees, account maintenance fees, and transaction fees. RubinBrown Advisors emphasizes acting in clients' best interests, acknowledging potential conflicts of interest related to fee structures. The firm's professionals receive base salaries and discretionary bonuses, with compensation not tied to client account performance to avoid conflicts. RubinBrown Advisors has no disciplinary history. Clients can request additional information via their website or by contacting the firm directly. Primary contacts include a Lead Advisor and Client Service Associate, with the Managing Partner available for concerns.