[{"data":1,"prerenderedAt":2136},["ShallowReactive",2],{"discover\u002Ffinancial-advice\u002Frobertson-stephens-wealth-management-review-published":3,"config-published":1191,"i-ph:caret-down-bold":2103,"i-ph:list":2106,"i-ph:instagram-logo":2108,"i-ph:youtube-logo":2110,"i-ph:x-logo":2112,"i-ph:facebook-logo":2114,"i-ph:linkedin-logo":2116,"i-ph:caret-right":2118,"i-ph:caret-up-bold":2120,"i-uil:list-ul":2122,"i-uil:user-check":2125,"i-ph:magnifying-glass":2127,"breadcrumbs-\u002Fdiscover\u002Ffinancial-advice\u002Frobertson-stephens-wealth-management-review":2129},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":1183,"full_slug":1184,"sort_by_date":22,"position":1185,"tag_list":1186,"is_startpage":1088,"parent_id":1187,"meta_data":22,"group_id":1188,"first_published_at":1189,"release_id":22,"lang":1133,"path":22,"alternates":1190,"default_full_slug":22,"translated_slugs":22},"Robertson Stephens Wealth Management review","2026-07-28T16:12:57.396Z","2026-08-05T09:33:36.112Z","2026-08-05T09:33:36.134Z",203020605060658,"d08390d8-af45-4e05-81af-09faeadb700f",{"_uid":11,"body":12,"hero":1078,"author":1110,"series":1083,"sidebar":1135,"hide_cta":1088,"metatags":1154,"reviewer":1158,"component":1178,"updatedAt":1083,"series_order":1083,"bottom_banner":1179,"fullWidthMode":1088,"subcategories":1180,"hideEmbeddedMF":1088,"hide_pro_banner":1109,"intro_paragraph":1181,"series_dropdown":1088,"intro_subheading":1083,"series_navigation":1109,"table_of_contents":1109,"outgrow_calculator":1182,"series_dropdown_label":1083,"hide_email_signup_widget":1109,"show_compound_calculator":1088,"show_roth_ira_calculator":1088,"show_footer_sticky_banner":1088,"show_retirement_calculator":1088,"show_capital_gains_calculator":1088},"fc9fc088-12d2-40fb-bc30-f3859e0894bd",[13],{"_uid":14,"data":15,"component":1077},"8e8f9c8e-6cc2-4349-b2a3-dd73d92b59f3",{"type":16,"content":17},"doc",[18,34,43,52,227,236,304,313,365,374,382,390,398,407,415,423,473,481,531,540,548,706,715,723,789,797,847,856,864,872,880,888,897,905,913,922,930,1002,1011,1019,1027,1035,1043,1052],{"type":19,"attrs":20,"content":23},"heading",{"level":21,"textAlign":22},2,null,[24],{"text":25,"type":26,"marks":27},"What does Robertson Stephens Wealth Management do?","text",[28,32],{"type":29,"attrs":30},"textStyle",{"color":31},"#000000",{"type":33},"bold",{"type":35,"attrs":36,"content":37},"paragraph",{"textAlign":22},[38],{"text":39,"type":26,"marks":40},"Robertson Stephens provides advisor-led wealth management that combines individualized investment management with ongoing financial planning. The service is aimed mainly at individuals and families with complex finances who want one advisory relationship covering portfolios, taxes, estates, retirement, insurance, cash flow, and family-office needs.",[41],{"type":29,"attrs":42},{"color":31},{"type":35,"attrs":44,"content":45},{"textAlign":22},[46],{"text":47,"type":26,"marks":48},"Robertson Stephens Wealth Management overview:",[49,51],{"type":29,"attrs":50},{"color":31},{"type":33},{"type":53,"content":54},"table",[55,80,101,122,143,164,185,206],{"type":56,"content":57},"tableRow",[58,70],{"type":59,"attrs":60,"content":62},"tableCell",{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},1,[63],{"type":35,"attrs":64,"content":65},{"textAlign":22},[66],{"text":67,"type":26,"marks":68},"Company type",[69],{"type":33},{"type":59,"attrs":71,"content":74},{"colspan":61,"rowspan":61,"colwidth":72,"backgroundColor":22},[73],100,[75],{"type":35,"attrs":76,"content":77},{"textAlign":22},[78],{"text":79,"type":26},"SEC-registered investment advisor; wholly owned by Robertson Stephens Holdings, LLC",{"type":56,"content":81},[82,92],{"type":59,"attrs":83,"content":84},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[85],{"type":35,"attrs":86,"content":87},{"textAlign":22},[88],{"text":89,"type":26,"marks":90},"Founded",[91],{"type":33},{"type":59,"attrs":93,"content":95},{"colspan":61,"rowspan":61,"colwidth":94,"backgroundColor":22},[73],[96],{"type":35,"attrs":97,"content":98},{"textAlign":22},[99],{"text":100,"type":26},"Operating and SEC-registered since 2017",{"type":56,"content":102},[103,113],{"type":59,"attrs":104,"content":105},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[106],{"type":35,"attrs":107,"content":108},{"textAlign":22},[109],{"text":110,"type":26,"marks":111},"Assets under management",[112],{"type":33},{"type":59,"attrs":114,"content":116},{"colspan":61,"rowspan":61,"colwidth":115,"backgroundColor":22},[73],[117],{"type":35,"attrs":118,"content":119},{"textAlign":22},[120],{"text":121,"type":26},"Approximately $8.76 billion as of December 31, 2025",{"type":56,"content":123},[124,134],{"type":59,"attrs":125,"content":126},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[127],{"type":35,"attrs":128,"content":129},{"textAlign":22},[130],{"text":131,"type":26,"marks":132},"Service type",[133],{"type":33},{"type":59,"attrs":135,"content":137},{"colspan":61,"rowspan":61,"colwidth":136,"backgroundColor":22},[73],[138],{"type":35,"attrs":139,"content":140},{"textAlign":22},[141],{"text":142,"type":26},"Advisor-led investment management and comprehensive wealth planning",{"type":56,"content":144},[145,155],{"type":59,"attrs":146,"content":147},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[148],{"type":35,"attrs":149,"content":150},{"textAlign":22},[151],{"text":152,"type":26,"marks":153},"Main fee",[154],{"type":33},{"type":59,"attrs":156,"content":158},{"colspan":61,"rowspan":61,"colwidth":157,"backgroundColor":22},[73],[159],{"type":35,"attrs":160,"content":161},{"textAlign":22},[162],{"text":163,"type":26},"Negotiable asset-based fee, typically 0.10% to 2%",{"type":56,"content":165},[166,176],{"type":59,"attrs":167,"content":168},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[169],{"type":35,"attrs":170,"content":171},{"textAlign":22},[172],{"text":173,"type":26,"marks":174},"Account minimum",[175],{"type":33},{"type":59,"attrs":177,"content":179},{"colspan":61,"rowspan":61,"colwidth":178,"backgroundColor":22},[73],[180],{"type":35,"attrs":181,"content":182},{"textAlign":22},[183],{"text":184,"type":26},"No general minimum",{"type":56,"content":186},[187,197],{"type":59,"attrs":188,"content":189},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[190],{"type":35,"attrs":191,"content":192},{"textAlign":22},[193],{"text":194,"type":26,"marks":195},"Support model",[196],{"type":33},{"type":59,"attrs":198,"content":200},{"colspan":61,"rowspan":61,"colwidth":199,"backgroundColor":22},[73],[201],{"type":35,"attrs":202,"content":203},{"textAlign":22},[204],{"text":205,"type":26},"Individual advisor supported by investment and planning specialists",{"type":56,"content":207},[208,218],{"type":59,"attrs":209,"content":210},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[211],{"type":35,"attrs":212,"content":213},{"textAlign":22},[214],{"text":215,"type":26,"marks":216},"Main trade-off",[217],{"type":33},{"type":59,"attrs":219,"content":221},{"colspan":61,"rowspan":61,"colwidth":220,"backgroundColor":22},[73],[222],{"type":35,"attrs":223,"content":224},{"textAlign":22},[225],{"text":226,"type":26},"Customization, but variable pricing and possible layered costs",{"type":35,"attrs":228,"content":229},{"textAlign":22},[230],{"text":231,"type":26,"marks":232},"Key services:",[233,235],{"type":29,"attrs":234},{"color":31},{"type":33},{"type":237,"content":238},"bullet_list",[239,256,272,288],{"type":240,"content":241},"list_item",[242],{"type":35,"attrs":243,"content":244},{"textAlign":22},[245,251],{"text":246,"type":26,"marks":247},"Investment management:",[248,250],{"type":29,"attrs":249},{"color":31},{"type":33},{"text":252,"type":26,"marks":253}," Discretionary or non-discretionary management involving equities, fixed income, mutual funds, ETFs, options, and private funds.",[254],{"type":29,"attrs":255},{"color":31},{"type":240,"content":257},[258],{"type":35,"attrs":259,"content":260},{"textAlign":22},[261,267],{"text":262,"type":26,"marks":263},"Portfolio construction:",[264,266],{"type":29,"attrs":265},{"color":31},{"type":33},{"text":268,"type":26,"marks":269}," Customized allocation using direct advisor management, Robertson Stephens models, third-party managers, or subadvisors.",[270],{"type":29,"attrs":271},{"color":31},{"type":240,"content":273},[274],{"type":35,"attrs":275,"content":276},{"textAlign":22},[277,283],{"text":278,"type":26,"marks":279},"Wealth planning:",[280,282],{"type":29,"attrs":281},{"color":31},{"type":33},{"text":284,"type":26,"marks":285}," Cash management, retirement, tax, estate, insurance, risk management, financial education, reporting, administration, and family-office services.",[286],{"type":29,"attrs":287},{"color":31},{"type":240,"content":289},[290],{"type":35,"attrs":291,"content":292},{"textAlign":22},[293,299],{"text":294,"type":26,"marks":295},"Tax services: ",[296,298],{"type":29,"attrs":297},{"color":31},{"type":33},{"text":300,"type":26,"marks":301},"Optional tax strategy, compliance, and return preparation.",[302],{"type":29,"attrs":303},{"color":31},{"type":35,"attrs":305,"content":306},{"textAlign":22},[307],{"text":308,"type":26,"marks":309},"How it works:",[310,312],{"type":29,"attrs":311},{"color":31},{"type":33},{"type":237,"content":314},[315,325,335,345,355],{"type":240,"content":316},[317],{"type":35,"attrs":318,"content":319},{"textAlign":22},[320],{"text":321,"type":26,"marks":322},"Assesses the client’s situation",[323],{"type":29,"attrs":324},{"color":31},{"type":240,"content":326},[327],{"type":35,"attrs":328,"content":329},{"textAlign":22},[330],{"text":331,"type":26,"marks":332},"Creates a tailored strategy",[333],{"type":29,"attrs":334},{"color":31},{"type":240,"content":336},[337],{"type":35,"attrs":338,"content":339},{"textAlign":22},[340],{"text":341,"type":26,"marks":342},"Reviews the plan with the client",[343],{"type":29,"attrs":344},{"color":31},{"type":240,"content":346},[347],{"type":35,"attrs":348,"content":349},{"textAlign":22},[350],{"text":351,"type":26,"marks":352},"Builds and manages the portfolio",[353],{"type":29,"attrs":354},{"color":31},{"type":240,"content":356},[357],{"type":35,"attrs":358,"content":359},{"textAlign":22},[360],{"text":361,"type":26,"marks":362},"Monitors the relationship",[363],{"type":29,"attrs":364},{"color":31},{"type":35,"attrs":366,"content":367},{"textAlign":22},[368],{"text":369,"type":26,"marks":370},"Investment philosophy:",[371,373],{"type":29,"attrs":372},{"color":31},{"type":33},{"type":35,"attrs":375,"content":376},{"textAlign":22},[377],{"text":378,"type":26,"marks":379},"Robertson Stephens builds client-specific portfolios around each investor’s goals, risk tolerance, and financial circumstances. ",[380],{"type":29,"attrs":381},{"color":31},{"type":35,"attrs":383,"content":384},{"textAlign":22},[385],{"text":386,"type":26,"marks":387},"Its investment office develops asset-allocation assumptions, model portfolios, and manager research, while advisors select suitable strategies, managers, funds, and securities for each client. ",[388],{"type":29,"attrs":389},{"color":31},{"type":35,"attrs":391,"content":392},{"textAlign":22},[393],{"text":394,"type":26,"marks":395},"Portfolios may combine public investments, private funds, and third-party managers, with ESG considerations incorporated only when requested.",[396],{"type":29,"attrs":397},{"color":31},{"type":19,"attrs":399,"content":400},{"level":21,"textAlign":22},[401],{"text":402,"type":26,"marks":403},"What are the pros and cons of Robertson Stephens Wealth Management?",[404,406],{"type":29,"attrs":405},{"color":31},{"type":33},{"type":35,"attrs":408,"content":409},{"textAlign":22},[410],{"text":411,"type":26,"marks":412},"Here is a look at the pros and cons of Robertson Stephens Wealth Management.",[413],{"type":29,"attrs":414},{"color":31},{"type":35,"attrs":416,"content":417},{"textAlign":22},[418],{"text":419,"type":26,"marks":420},"Pros of Robertson Stephens Wealth Management:",[421],{"type":29,"attrs":422},{"color":31},{"type":237,"content":424},[425,441,457],{"type":240,"content":426},[427],{"type":35,"attrs":428,"content":429},{"textAlign":22},[430,436],{"text":431,"type":26,"marks":432},"Integrated advice:",[433,435],{"type":29,"attrs":434},{"color":31},{"type":33},{"text":437,"type":26,"marks":438}," Portfolio management can be coordinated with tax, estate, retirement, insurance, and family planning.",[439],{"type":29,"attrs":440},{"color":31},{"type":240,"content":442},[443],{"type":35,"attrs":444,"content":445},{"textAlign":22},[446,452],{"text":447,"type":26,"marks":448},"Flexible implementation:",[449,451],{"type":29,"attrs":450},{"color":31},{"type":33},{"text":453,"type":26,"marks":454}," Clients may use internal models, direct advisor management, outside managers, or a combination.",[455],{"type":29,"attrs":456},{"color":31},{"type":240,"content":458},[459],{"type":35,"attrs":460,"content":461},{"textAlign":22},[462,468],{"text":463,"type":26,"marks":464},"Customization:",[465,467],{"type":29,"attrs":466},{"color":31},{"type":33},{"text":469,"type":26,"marks":470}," Recommendations reflect the client’s goals and risk profile, and investment restrictions are permitted.",[471],{"type":29,"attrs":472},{"color":31},{"type":35,"attrs":474,"content":475},{"textAlign":22},[476],{"text":477,"type":26,"marks":478},"Cons of Robertson Stephens Wealth Management:",[479],{"type":29,"attrs":480},{"color":31},{"type":237,"content":482},[483,499,515],{"type":240,"content":484},[485],{"type":35,"attrs":486,"content":487},{"textAlign":22},[488,494],{"text":489,"type":26,"marks":490},"Wide fee range:",[491,493],{"type":29,"attrs":492},{"color":31},{"type":33},{"text":495,"type":26,"marks":496}," A stated 0.10% to 2% management fee gives limited insight into the likely price before a proposal.",[497],{"type":29,"attrs":498},{"color":31},{"type":240,"content":500},[501],{"type":35,"attrs":502,"content":503},{"textAlign":22},[504,510],{"text":505,"type":26,"marks":506},"Layered expenses: ",[507,509],{"type":29,"attrs":508},{"color":31},{"type":33},{"text":511,"type":26,"marks":512},"Manager, fund, transaction, custody, and margin costs may be additional.",[513],{"type":29,"attrs":514},{"color":31},{"type":240,"content":516},[517],{"type":35,"attrs":518,"content":519},{"textAlign":22},[520,526],{"text":521,"type":26,"marks":522},"Complex investments: ",[523,525],{"type":29,"attrs":524},{"color":31},{"type":33},{"text":527,"type":26,"marks":528},"Alternatives, private funds, options, and margin can increase illiquidity or loss risk.",[529],{"type":29,"attrs":530},{"color":31},{"type":19,"attrs":532,"content":533},{"level":21,"textAlign":22},[534],{"text":535,"type":26,"marks":536},"Robertson Stephens Wealth Management fees: How much does Robertson Stephens Wealth Management cost?",[537,539],{"type":29,"attrs":538},{"color":31},{"type":33},{"type":35,"attrs":541,"content":542},{"textAlign":22},[543],{"text":544,"type":26,"marks":545},"Pricing is negotiable and depends on relationship size and complexity. Investment-management fees are generally billed quarterly, in advance or arrears.",[546],{"type":29,"attrs":547},{"color":31},{"type":53,"content":549},[550,573,592,611,630,649,668,687],{"type":56,"content":551},[552,562],{"type":59,"attrs":553,"content":554},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[555],{"type":35,"attrs":556,"content":557},{"textAlign":22},[558],{"text":559,"type":26,"marks":560},"Fee or cost",[561],{"type":33},{"type":59,"attrs":563,"content":565},{"colspan":61,"rowspan":61,"colwidth":564,"backgroundColor":22},[73],[566],{"type":35,"attrs":567,"content":568},{"textAlign":22},[569],{"text":570,"type":26,"marks":571},"Disclosed pricing",[572],{"type":33},{"type":56,"content":574},[575,583],{"type":59,"attrs":576,"content":577},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[578],{"type":35,"attrs":579,"content":580},{"textAlign":22},[581],{"text":582,"type":26},"Investment management",{"type":59,"attrs":584,"content":586},{"colspan":61,"rowspan":61,"colwidth":585,"backgroundColor":22},[73],[587],{"type":35,"attrs":588,"content":589},{"textAlign":22},[590],{"text":591,"type":26},"0.10% to 2% of assets annually",{"type":56,"content":593},[594,602],{"type":59,"attrs":595,"content":596},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[597],{"type":35,"attrs":598,"content":599},{"textAlign":22},[600],{"text":601,"type":26},"Hourly financial planning",{"type":59,"attrs":603,"content":605},{"colspan":61,"rowspan":61,"colwidth":604,"backgroundColor":22},[73],[606],{"type":35,"attrs":607,"content":608},{"textAlign":22},[609],{"text":610,"type":26},"$250 to $500 per hour",{"type":56,"content":612},[613,621],{"type":59,"attrs":614,"content":615},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[616],{"type":35,"attrs":617,"content":618},{"textAlign":22},[619],{"text":620,"type":26},"Ongoing flat planning fee",{"type":59,"attrs":622,"content":624},{"colspan":61,"rowspan":61,"colwidth":623,"backgroundColor":22},[73],[625],{"type":35,"attrs":626,"content":627},{"textAlign":22},[628],{"text":629,"type":26},"$500 to $100,000 per year, paid quarterly",{"type":56,"content":631},[632,640],{"type":59,"attrs":633,"content":634},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[635],{"type":35,"attrs":636,"content":637},{"textAlign":22},[638],{"text":639,"type":26},"One-time financial plan",{"type":59,"attrs":641,"content":643},{"colspan":61,"rowspan":61,"colwidth":642,"backgroundColor":22},[73],[644],{"type":35,"attrs":645,"content":646},{"textAlign":22},[647],{"text":648,"type":26},"$2,500 to $50,000",{"type":56,"content":650},[651,659],{"type":59,"attrs":652,"content":653},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[654],{"type":35,"attrs":655,"content":656},{"textAlign":22},[657],{"text":658,"type":26},"Plan update",{"type":59,"attrs":660,"content":662},{"colspan":61,"rowspan":61,"colwidth":661,"backgroundColor":22},[73],[663],{"type":35,"attrs":664,"content":665},{"textAlign":22},[666],{"text":667,"type":26},"$1,000 to $5,000",{"type":56,"content":669},[670,678],{"type":59,"attrs":671,"content":672},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[673],{"type":35,"attrs":674,"content":675},{"textAlign":22},[676],{"text":677,"type":26},"Separate tax management",{"type":59,"attrs":679,"content":681},{"colspan":61,"rowspan":61,"colwidth":680,"backgroundColor":22},[73],[682],{"type":35,"attrs":683,"content":684},{"textAlign":22},[685],{"text":686,"type":26},"$500 to $10,000 per tax year",{"type":56,"content":688},[689,697],{"type":59,"attrs":690,"content":691},{"colspan":61,"rowspan":61,"colwidth":22,"backgroundColor":22},[692],{"type":35,"attrs":693,"content":694},{"textAlign":22},[695],{"text":696,"type":26},"Other costs",{"type":59,"attrs":698,"content":700},{"colspan":61,"rowspan":61,"colwidth":699,"backgroundColor":22},[73],[701],{"type":35,"attrs":702,"content":703},{"textAlign":22},[704],{"text":705,"type":26},"Third-party manager and fund fees, transaction and custody charges, fund expenses, and margin interest",{"type":19,"attrs":707,"content":708},{"level":21,"textAlign":22},[709],{"text":710,"type":26,"marks":711},"Who should choose Robertson Stephens Wealth Management?",[712,714],{"type":29,"attrs":713},{"color":31},{"type":33},{"type":35,"attrs":716,"content":717},{"textAlign":22},[718],{"text":719,"type":26,"marks":720},"Robertson Stephens Wealth Management works well for:",[721],{"type":29,"attrs":722},{"color":31},{"type":237,"content":724},[725,741,757,773],{"type":240,"content":726},[727],{"type":35,"attrs":728,"content":729},{"textAlign":22},[730,736],{"text":731,"type":26,"marks":732},"Clients with complex financial needs:",[733,735],{"type":29,"attrs":734},{"color":31},{"type":33},{"text":737,"type":26,"marks":738}," The service can combine portfolio management with retirement, tax, estate, insurance, cash-management, and family-office planning.",[739],{"type":29,"attrs":740},{"color":31},{"type":240,"content":742},[743],{"type":35,"attrs":744,"content":745},{"textAlign":22},[746,752],{"text":747,"type":26,"marks":748},"Investors seeking customized portfolios:",[749,751],{"type":29,"attrs":750},{"color":31},{"type":33},{"text":753,"type":26,"marks":754}," Advisors develop recommendations around each client’s financial situation, goals, risk tolerance, and requested investment restrictions.",[755],{"type":29,"attrs":756},{"color":31},{"type":240,"content":758},[759],{"type":35,"attrs":760,"content":761},{"textAlign":22},[762,768],{"text":763,"type":26,"marks":764},"Clients who want access to multiple investment approaches:",[765,767],{"type":29,"attrs":766},{"color":31},{"type":33},{"text":769,"type":26,"marks":770}," Portfolios may include direct holdings, Robertson Stephens model portfolios, third-party managers, public funds, and private investments.",[771],{"type":29,"attrs":772},{"color":31},{"type":240,"content":774},[775],{"type":35,"attrs":776,"content":777},{"textAlign":22},[778,784],{"text":779,"type":26,"marks":780},"Households seeking ongoing advisor oversight:",[781,783],{"type":29,"attrs":782},{"color":31},{"type":33},{"text":785,"type":26,"marks":786}," Advisors monitor portfolios, provide quarterly reporting, and review accounts at least annually or when circumstances change.",[787],{"type":29,"attrs":788},{"color":31},{"type":35,"attrs":790,"content":791},{"textAlign":22},[792],{"text":793,"type":26,"marks":794},"Who might not benefit as much:",[795],{"type":29,"attrs":796},{"color":31},{"type":237,"content":798},[799,815,831],{"type":240,"content":800},[801],{"type":35,"attrs":802,"content":803},{"textAlign":22},[804,810],{"text":805,"type":26,"marks":806},"Investors seeking simple, standardized pricing:",[807,809],{"type":29,"attrs":808},{"color":31},{"type":33},{"text":811,"type":26,"marks":812}," Management fees are negotiated and typically range from 0.10% to 2%, while planning and third-party investment costs may be charged separately.",[813],{"type":29,"attrs":814},{"color":31},{"type":240,"content":816},[817],{"type":35,"attrs":818,"content":819},{"textAlign":22},[820,826],{"text":821,"type":26,"marks":822},"Clients who only need basic portfolio automation:",[823,825],{"type":29,"attrs":824},{"color":31},{"type":33},{"text":827,"type":26,"marks":828}," The service includes advisor involvement, individualized planning, and potentially complex investments that may be unnecessary for straightforward needs.",[829],{"type":29,"attrs":830},{"color":31},{"type":240,"content":832},[833],{"type":35,"attrs":834,"content":835},{"textAlign":22},[836,842],{"text":837,"type":26,"marks":838},"Investors requiring high liquidity:",[839,841],{"type":29,"attrs":840},{"color":31},{"type":33},{"text":843,"type":26,"marks":844}," Private funds and other alternative investments may involve long holding periods, limited liquidity, and greater loss risk.",[845],{"type":29,"attrs":846},{"color":31},{"type":19,"attrs":848,"content":849},{"level":21,"textAlign":22},[850],{"text":851,"type":26,"marks":852},"Robertson Stephens Wealth Management: Is it secure?",[853,855],{"type":29,"attrs":854},{"color":31},{"type":33},{"type":35,"attrs":857,"content":858},{"textAlign":22},[859],{"text":860,"type":26,"marks":861},"Robertson Stephens is an SEC-registered investment adviser.",[862],{"type":29,"attrs":863},{"color":31},{"type":35,"attrs":865,"content":866},{"textAlign":22},[867],{"text":868,"type":26,"marks":869},"Client assets are generally held by independent qualified custodians, including Fidelity, Schwab, and Pershing, which are SIPC members. SIPC protection does not cover market losses. ",[870],{"type":29,"attrs":871},{"color":31},{"type":35,"attrs":873,"content":874},{"textAlign":22},[875],{"text":876,"type":26,"marks":877},"The firm uses administrative, technical, and physical safeguards for personal information and directs clients to use secure portals for confidential data.",[878],{"type":29,"attrs":879},{"color":31},{"type":35,"attrs":881,"content":882},{"textAlign":22},[883],{"text":884,"type":26,"marks":885},"However, these measures cannot guarantee complete security or eliminate the risk of unauthorized access or data breaches.",[886],{"type":29,"attrs":887},{"color":31},{"type":19,"attrs":889,"content":890},{"level":21,"textAlign":22},[891],{"text":892,"type":26,"marks":893},"Robertson Stephens Wealth Management: Customer service",[894,896],{"type":29,"attrs":895},{"color":31},{"type":33},{"type":35,"attrs":898,"content":899},{"textAlign":22},[900],{"text":901,"type":26,"marks":902},"Support is primarily provided through each client’s wealth manager, with accounts typically reviewed at least annually and reports generally issued quarterly. ",[903],{"type":29,"attrs":904},{"color":31},{"type":35,"attrs":906,"content":907},{"textAlign":22},[908],{"text":909,"type":26,"marks":910},"Clients can also contact the firm by phone, email, website form, or through its offices.",[911],{"type":29,"attrs":912},{"color":31},{"type":19,"attrs":914,"content":915},{"level":21,"textAlign":22},[916],{"text":917,"type":26,"marks":918},"Robertson Stephens Wealth Management: Mobile App",[919,921],{"type":29,"attrs":920},{"color":31},{"type":33},{"type":35,"attrs":923,"content":924},{"textAlign":22},[925],{"text":926,"type":26,"marks":927},"Robertson Stephens has an official app, Robertson Stephens WM, developed by Robertson Stephens Wealth Management, LLC. The app allows clients to:",[928],{"type":29,"attrs":929},{"color":31},{"type":237,"content":931},[932,942,952,962,972,982,992],{"type":240,"content":933},[934],{"type":35,"attrs":935,"content":936},{"textAlign":22},[937],{"text":938,"type":26,"marks":939},"View the Robertson Stephens newsfeed",[940],{"type":29,"attrs":941},{"color":31},{"type":240,"content":943},[944],{"type":35,"attrs":945,"content":946},{"textAlign":22},[947],{"text":948,"type":26,"marks":949},"Attend scheduled Zoom meetings with their advisory team",[950],{"type":29,"attrs":951},{"color":31},{"type":240,"content":953},[954],{"type":35,"attrs":955,"content":956},{"textAlign":22},[957],{"text":958,"type":26,"marks":959},"Communicate with the team through direct messaging",[960],{"type":29,"attrs":961},{"color":31},{"type":240,"content":963},[964],{"type":35,"attrs":965,"content":966},{"textAlign":22},[967],{"text":968,"type":26,"marks":969},"Access market insights and financial-planning content",[970],{"type":29,"attrs":971},{"color":31},{"type":240,"content":973},[974],{"type":35,"attrs":975,"content":976},{"textAlign":22},[977],{"text":978,"type":26,"marks":979},"Open Robertson Stephens resources from one place",[980],{"type":29,"attrs":981},{"color":31},{"type":240,"content":983},[984],{"type":35,"attrs":985,"content":986},{"textAlign":22},[987],{"text":988,"type":26,"marks":989},"Receive alerts about review meetings, outstanding tasks, and other scheduled events",[990],{"type":29,"attrs":991},{"color":31},{"type":240,"content":993},[994],{"type":35,"attrs":995,"content":996},{"textAlign":22},[997],{"text":998,"type":26,"marks":999},"Invite family members or friends to access the firm’s educational content",[1000],{"type":29,"attrs":1001},{"color":31},{"type":19,"attrs":1003,"content":1004},{"level":21,"textAlign":22},[1005],{"text":1006,"type":26,"marks":1007},"Is Robertson Stephens Wealth Management worth it?",[1008,1010],{"type":29,"attrs":1009},{"color":31},{"type":33},{"type":35,"attrs":1012,"content":1013},{"textAlign":22},[1014],{"text":1015,"type":26,"marks":1016},"Robertson Stephens Wealth Management may be a reasonable fit for clients who want investment management coordinated with tax, estate, retirement, risk, and family planning.",[1017],{"type":29,"attrs":1018},{"color":31},{"type":35,"attrs":1020,"content":1021},{"textAlign":22},[1022],{"text":1023,"type":26,"marks":1024},"The service offers customized portfolios, access to internal and third-party investment resources, and ongoing advisor support. ",[1025],{"type":29,"attrs":1026},{"color":31},{"type":35,"attrs":1028,"content":1029},{"textAlign":22},[1030],{"text":1031,"type":26,"marks":1032},"However, pricing is negotiated, fees can vary considerably by relationship, and clients may also pay underlying manager, fund, transaction, custody, or margin costs. ",[1033],{"type":29,"attrs":1034},{"color":31},{"type":35,"attrs":1036,"content":1037},{"textAlign":22},[1038],{"text":1039,"type":26,"marks":1040},"Whether the service provides sufficient value therefore depends on the planning scope, portfolio complexity, advisor relationship, and total cost stated in the client agreement.",[1041],{"type":29,"attrs":1042},{"color":31},{"type":19,"attrs":1044,"content":1045},{"level":21,"textAlign":22},[1046],{"text":1047,"type":26,"marks":1048},"Get expert financial advice",[1049,1051],{"type":29,"attrs":1050},{"color":31},{"type":33},{"type":35,"attrs":1053,"content":1054},{"textAlign":22},[1055,1060,1072],{"text":1056,"type":26,"marks":1057},"If you're seeking professional financial advice, Unbiased can ",[1058],{"type":29,"attrs":1059},{"color":31},{"text":1061,"type":26,"marks":1062},"match you with a financial advisor",[1063,1068,1070],{"type":1064,"attrs":1065},"link",{"href":1066,"uuid":22,"anchor":22,"target":22,"linktype":1067},"https:\u002F\u002Fv2.unbiased.com\u002Finquiry\u002Ffinancial-advisor\u002Fprimary-areas","url",{"type":29,"attrs":1069},{"color":31},{"type":1071},"underline",{"text":1073,"type":26,"marks":1074}," who will help you manage your money and maximize your investments.",[1075],{"type":29,"attrs":1076},{"color":31},"article-rich-text",[1079],{"_uid":1080,"image":1081,"title":1089,"subtitle":1083,"component":1108,"breadcrumbs":1109},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1082,"alt":1083,"name":1083,"focus":1083,"title":1083,"source":1083,"filename":1084,"copyright":1083,"fieldtype":1085,"meta_data":1086,"is_external_url":1088},203026103050283,"","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F262x270\u002Fe5bcc02713\u002Frobertson-stephens-wealth-management.webp","asset",{"size":1087},"262x270",false,{"type":16,"content":1090},[1091],{"type":35,"attrs":1092,"content":1093},{"textAlign":22},[1094,1103],{"text":1095,"type":26,"marks":1096},"Robertson Stephens Wealth Management",[1097,1099],{"type":29,"attrs":1098},{"color":31},{"type":1100,"attrs":1101},"styled",{"class":1102},"primary-gradient",{"text":1104,"type":26,"marks":1105}," review",[1106],{"type":29,"attrs":1107},{"color":31},"app-hero",true,{"name":1111,"created_at":1112,"published_at":1113,"updated_at":1114,"id":1115,"uuid":1116,"content":1117,"slug":1126,"full_slug":1127,"sort_by_date":22,"position":1128,"tag_list":1129,"is_startpage":1088,"parent_id":1130,"meta_data":22,"group_id":1131,"first_published_at":1132,"release_id":22,"lang":1133,"path":22,"alternates":1134,"default_full_slug":22,"translated_slugs":22,"_stopResolving":1109},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":1118,"_uid":1119,"name":1111,"image":1120,"component":1124,"description":1125},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":1121,"alt":1083,"name":1083,"focus":1083,"title":1083,"source":1083,"filename":1122,"copyright":1083,"fieldtype":1085,"meta_data":1123,"is_private":1083,"is_external_url":1088},13850198,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F400x400\u002F232c6cb764\u002Funbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors\u002Funbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z","default",[],[1136],{"_uid":1137,"body":1138,"title":1152,"component":1153},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1139,1144,1148],{"_uid":1140,"href":1141,"text":1142,"component":1143,"openInNewWindow":1109},"f446efeb-59f7-4e1c-813b-2f901e7aa5cb","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fellevest-wealth-management-review","Ellevest Wealth Management Review","app-link",{"_uid":1145,"href":1146,"text":1147,"component":1143,"openInNewWindow":1109},"301f2fde-c9fe-47d8-88dc-cd1619fcd56e","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ftruist-wealth-management-review","Truist wealth management reviews",{"_uid":1149,"href":1150,"text":1151,"component":1143,"openInNewWindow":1109},"f93cd1da-2d56-4917-a033-e23ca0aa7e94","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fglobal-wealth-management-review","Global wealth management","Related articles","app-links-list",{"_uid":1155,"title":4,"plugin":1156,"og_image":1083,"og_title":1083,"description":1157,"twitter_image":1083,"twitter_title":1083,"og_description":1083,"twitter_description":1083},"2f47d709-a85b-4f36-883d-42434c32d92f","seo_metatags","This Robertson Stephens Wealth Management review covers its advisor-led investment management, planning services, fees, minimums, and key trade-offs for prospective clients.",{"name":1159,"created_at":1160,"published_at":1161,"updated_at":1162,"id":1163,"uuid":1164,"content":1165,"slug":1173,"full_slug":1174,"sort_by_date":22,"position":1128,"tag_list":1175,"is_startpage":1088,"parent_id":1130,"meta_data":22,"group_id":1176,"first_published_at":1132,"release_id":22,"lang":1133,"path":22,"alternates":1177,"default_full_slug":22,"translated_slugs":22,"_stopResolving":1109},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1166,"_uid":1119,"name":1159,"image":1167,"component":1124,"education":1170,"expertise":1171,"description":1172},"Senior Content Writer",{"id":1168,"alt":1083,"name":1083,"focus":1083,"title":1083,"filename":1169,"copyright":1083,"fieldtype":1085,"is_external_url":1088},7792663,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F185166\u002F1199x1257\u002F2401746255\u002Frachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors\u002Frachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Robertson Stephens Wealth Management review outlines the firm’s investment management, wealth planning services, and advisor-led approach.",[],"robertson-stephens-wealth-management-review","discover\u002Ffinancial-advice\u002Frobertson-stephens-wealth-management-review",-6880,[],365590167,"2bd0e5a1-de94-4ffa-9f58-ad611b2ce21b","2026-07-28T16:46:01.179Z",[],{"name":1192,"created_at":1193,"published_at":1194,"updated_at":1195,"id":1196,"uuid":1197,"content":1198,"slug":2096,"full_slug":2096,"sort_by_date":22,"position":2097,"tag_list":2098,"is_startpage":1088,"parent_id":2099,"meta_data":22,"group_id":2100,"first_published_at":2101,"release_id":22,"lang":1133,"path":22,"alternates":2102,"default_full_slug":22,"translated_slugs":22},"App configuration","2022-11-24T11:24:28.448Z","2026-08-25T11:17:34.376Z","2026-08-25T11:17:34.392Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":1199,"href":1083,"text":1083,"component":1200,"advisorCTA":1201,"headerMenu":1220,"footerLinks":1824,"loginLinkUrl":1842,"advisorCTAUrl":1843,"footerColumns":1844,"loginLinkText":1083,"proHeaderMenu":1924,"FooterRichText":2006,"advisorCTALink":1211,"advisorCTAText":2020,"openInNewWindow":1088,"footerLegalLinks":2021,"geoWarningCTAUrl":2038,"footerDisclaimer1":1083,"footerDisclaimer2":2039,"footerDisclaimer3":1083,"footerSocialLinks":2040,"geoWarningCTALink":2061,"geoWarningCTAText":2062,"FooterStickyBanner":2063,"geoWarningCTAClose":2064,"geoWarningCTATitle":2065,"SpeakToAdvisorWidget":2066,"newsletterSignupWidget":2076},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","app-configuration",{"type":16,"content":1202},[1203],{"type":35,"content":1204},[1205,1210],{"text":1206,"type":26,"marks":1207},"Are you an adviser? ",[1208],{"type":1100,"attrs":1209},{"class":1083},{"text":1211,"type":26,"marks":1212},"Go to Unbiased Pro",[1213,1217,1218],{"type":1064,"attrs":1214},{"href":1215,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Fpro","_self",{"type":33},{"type":1100,"attrs":1219},{"class":1083},[1221,1432,1555,1654,1726],{"CTA":1222,"_uid":1239,"title":1240,"component":1241,"overview_link":1242,"main_section_links":1256,"main_section_title":1312,"additional_section_links":1313,"additional_section_title":1431},[1223],{"_uid":1224,"link":1225,"component":1238},"226f3eac-ab60-4573-b8ae-3425a6cd12f8",{"type":16,"content":1226},[1227],{"type":35,"attrs":1228,"content":1229},{"textAlign":22},[1230],{"text":1231,"type":26,"marks":1232},"Find a financial advisor near me ",[1233],{"type":1064,"attrs":1234},{"href":1235,"uuid":1236,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002Ffind-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","story","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[1243],{"_uid":1244,"link":1245,"component":1238},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":16,"content":1246},[1247],{"type":35,"content":1248},[1249],{"text":1250,"type":26,"marks":1251},"All financial advice guides",[1252],{"type":1064,"attrs":1253},{"href":1254,"uuid":1255,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002F","34bbfdfd-544e-42d2-aebd-78a15ad88cba",[1257,1270,1283,1296],{"_uid":1258,"link":1259,"component":1238},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":16,"content":1260},[1261],{"type":35,"content":1262},[1263],{"text":1264,"type":26,"marks":1265},"Top investment companies",[1266],{"type":1064,"attrs":1267},{"href":1268,"uuid":1269,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002Ftop-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":1271,"link":1272,"component":1238},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":16,"content":1273},[1274],{"type":35,"content":1275},[1276],{"text":1277,"type":26,"marks":1278},"Top Robo-Advisors",[1279],{"type":1064,"attrs":1280},{"href":1281,"uuid":1282,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002Fbest-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":1284,"link":1285,"component":1238},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":16,"content":1286},[1287],{"type":35,"content":1288},[1289],{"text":1290,"type":26,"marks":1291},"Top financial advisor firms",[1292],{"type":1064,"attrs":1293},{"href":1294,"uuid":1295,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002Fbest-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":1297,"link":1298,"component":1238},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":16,"content":1299},[1300],{"type":35,"content":1301},[1302],{"text":1303,"type":26,"marks":1304},"Top wealth management firms",[1305,1309],{"type":1064,"attrs":1306},{"href":1307,"uuid":1308,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ffinancial-advice\u002Ftop-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":29,"attrs":1310},{"color":1311},"rgb(0, 0, 0)","Get help with",[1314,1327,1340,1353,1366,1379,1392,1405,1418],{"_uid":1315,"link":1316,"component":1238},"da0213f0-11d5-4a2c-bca9-0d3093e8a05e",{"type":16,"content":1317},[1318],{"type":35,"attrs":1319,"content":1320},{"textAlign":22},[1321],{"text":1322,"type":26,"marks":1323},"Financial advisors in New York City",[1324],{"type":1064,"attrs":1325},{"href":1326,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city",{"_uid":1328,"link":1329,"component":1238},"5a0a0472-8a99-4e59-93d6-21b3a2fd4225",{"type":16,"content":1330},[1331],{"type":35,"attrs":1332,"content":1333},{"textAlign":22},[1334],{"text":1335,"type":26,"marks":1336},"Financial advisors in Baltimore",[1337],{"type":1064,"attrs":1338},{"href":1339,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fmaryland\u002Fbaltimore",{"_uid":1341,"link":1342,"component":1238},"e02b17a0-e4ea-48ec-b577-b22879707274",{"type":16,"content":1343},[1344],{"type":35,"attrs":1345,"content":1346},{"textAlign":22},[1347],{"text":1348,"type":26,"marks":1349},"Financial advisors in Chicago",[1350],{"type":1064,"attrs":1351},{"href":1352,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fillinois\u002Fchicago",{"_uid":1354,"link":1355,"component":1238},"05fb4acb-dfd7-49cf-8cc0-8b58a4461bec",{"type":16,"content":1356},[1357],{"type":35,"attrs":1358,"content":1359},{"textAlign":22},[1360],{"text":1361,"type":26,"marks":1362},"Financial advisors in Los Angeles",[1363],{"type":1064,"attrs":1364},{"href":1365,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fcalifornia\u002Flos-angeles",{"_uid":1367,"link":1368,"component":1238},"ccdf1c95-d5e8-4e7c-8957-0f0414616ccb",{"type":16,"content":1369},[1370],{"type":35,"attrs":1371,"content":1372},{"textAlign":22},[1373],{"text":1374,"type":26,"marks":1375},"Financial advisors in Houston",[1376],{"type":1064,"attrs":1377},{"href":1378,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Ftexas\u002Fhouston",{"_uid":1380,"link":1381,"component":1238},"51f49e8b-4665-4428-b703-91a50f271b22",{"type":16,"content":1382},[1383],{"type":35,"attrs":1384,"content":1385},{"textAlign":22},[1386],{"text":1387,"type":26,"marks":1388},"Financial advisors in Denver",[1389],{"type":1064,"attrs":1390},{"href":1391,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fcolorado\u002Fdenver",{"_uid":1393,"link":1394,"component":1238},"0daa321c-70c1-492d-9fb4-db9251a9aeaa",{"type":16,"content":1395},[1396],{"type":35,"attrs":1397,"content":1398},{"textAlign":22},[1399],{"text":1400,"type":26,"marks":1401},"Financial advisors in Florida",[1402],{"type":1064,"attrs":1403},{"href":1404,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fflorida",{"_uid":1406,"link":1407,"component":1238},"6a5c7790-3f91-43df-86b5-08329205c23a",{"type":16,"content":1408},[1409],{"type":35,"attrs":1410,"content":1411},{"textAlign":22},[1412],{"text":1413,"type":26,"marks":1414},"Financial advisors in Texas",[1415],{"type":1064,"attrs":1416},{"href":1417,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Ftexas",{"_uid":1419,"link":1420,"component":1238},"b17e4254-72a8-40b4-8285-67c795fd0b58",{"type":16,"content":1421},[1422],{"type":35,"attrs":1423,"content":1424},{"textAlign":22},[1425],{"text":1426,"type":26,"marks":1427},"Financial advisors in Connecticut",[1428],{"type":1064,"attrs":1429},{"href":1430,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fconnecticut","More resources",{"CTA":1433,"_uid":1446,"title":1447,"component":1241,"overview_link":1448,"main_section_links":1462,"main_section_title":1312,"additional_section_links":1515,"additional_section_title":1431},[1434],{"_uid":1435,"link":1436,"component":1238},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":16,"content":1437},[1438],{"type":35,"content":1439},[1440],{"text":1441,"type":26,"marks":1442},"Find an advisor",[1443],{"type":1064,"attrs":1444},{"href":1445,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fv2.unbiased.com\u002Finquiry\u002Ffinancial-advisor","85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[1449],{"_uid":1450,"link":1451,"component":1238},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":16,"content":1452},[1453],{"type":35,"content":1454},[1455],{"text":1456,"type":26,"marks":1457},"All retirement guides",[1458],{"type":1064,"attrs":1459},{"href":1460,"uuid":1461,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002F","0580c990-ee0a-4287-ac8d-d2e4689a1051",[1463,1476,1489,1502],{"_uid":1464,"link":1465,"component":1238},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":16,"content":1466},[1467],{"type":35,"content":1468},[1469],{"text":1470,"type":26,"marks":1471},"Retiring on $300K",[1472],{"type":1064,"attrs":1473},{"href":1474,"uuid":1475,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":1477,"link":1478,"component":1238},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":16,"content":1479},[1480],{"type":35,"content":1481},[1482],{"text":1483,"type":26,"marks":1484},"Retiring on $500K",[1485],{"type":1064,"attrs":1486},{"href":1487,"uuid":1488,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":1490,"link":1491,"component":1238},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":16,"content":1492},[1493],{"type":35,"content":1494},[1495],{"text":1496,"type":26,"marks":1497},"Retiring on $800K",[1498],{"type":1064,"attrs":1499},{"href":1500,"uuid":1501,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fretiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":1503,"link":1504,"component":1238},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":16,"content":1505},[1506],{"type":35,"content":1507},[1508],{"text":1509,"type":26,"marks":1510},"Retiring on $1 million",[1511],{"type":1064,"attrs":1512},{"href":1513,"uuid":1514,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fcan-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[1516,1529,1542],{"_uid":1517,"link":1518,"component":1238},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":16,"content":1519},[1520],{"type":35,"content":1521},[1522],{"text":1523,"type":26,"marks":1524},"Retirement calculator",[1525],{"type":1064,"attrs":1526},{"href":1527,"uuid":1528,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fretirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":1530,"link":1531,"component":1238},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":16,"content":1532},[1533],{"type":35,"content":1534},[1535],{"text":1536,"type":26,"marks":1537},"Roth IRA calculator",[1538],{"type":1064,"attrs":1539},{"href":1540,"uuid":1541,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Froth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":1543,"link":1544,"component":1238},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":16,"content":1545},[1546],{"type":35,"content":1547},[1548],{"text":1549,"type":26,"marks":1550},"What is a 401k",[1551],{"type":1064,"attrs":1552},{"href":1553,"uuid":1554,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002Fwhat-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":1556,"_uid":1567,"title":1568,"component":1241,"overview_link":1569,"main_section_links":1583,"main_section_title":1312,"additional_section_links":1640,"additional_section_title":1431},[1557],{"_uid":1558,"link":1559,"component":1238},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":16,"content":1560},[1561],{"type":35,"content":1562},[1563],{"text":1441,"type":26,"marks":1564},[1565],{"type":1064,"attrs":1566},{"href":1445,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[1570],{"_uid":1571,"link":1572,"component":1238},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":16,"content":1573},[1574],{"type":35,"content":1575},[1576],{"text":1577,"type":26,"marks":1578},"All investing guides",[1579],{"type":1064,"attrs":1580},{"href":1581,"uuid":1582,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002F","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[1584,1598,1612,1626],{"_uid":1585,"link":1586,"component":1238},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":16,"content":1587},[1588],{"type":35,"attrs":1589,"content":1590},{"textAlign":22},[1591],{"text":1592,"type":26,"marks":1593},"The best way to invest $20k",[1594],{"type":1064,"attrs":1595},{"href":1596,"uuid":1597,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002Fbest-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":1599,"link":1600,"component":1238},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":16,"content":1601},[1602],{"type":35,"attrs":1603,"content":1604},{"textAlign":22},[1605],{"text":1606,"type":26,"marks":1607},"The best way to invest $50k",[1608],{"type":1064,"attrs":1609},{"href":1610,"uuid":1611,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002Fthe-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":1613,"link":1614,"component":1238},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":16,"content":1615},[1616],{"type":35,"attrs":1617,"content":1618},{"textAlign":22},[1619],{"text":1620,"type":26,"marks":1621},"The best way to invest $100k",[1622],{"type":1064,"attrs":1623},{"href":1624,"uuid":1625,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002Fthe-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":1627,"link":1628,"component":1238},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":16,"content":1629},[1630],{"type":35,"attrs":1631,"content":1632},{"textAlign":22},[1633],{"text":1634,"type":26,"marks":1635},"Investments that pay a monthly income",[1636],{"type":1064,"attrs":1637},{"href":1638,"uuid":1639,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002F12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[1641],{"_uid":1642,"link":1643,"component":1238},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":16,"content":1644},[1645],{"type":35,"content":1646},[1647],{"text":1648,"type":26,"marks":1649},"Compound interest calculator",[1650],{"type":1064,"attrs":1651},{"href":1652,"uuid":1653,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Finvesting\u002Fcompound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":1655,"_uid":1666,"title":1667,"component":1241,"overview_link":1668,"main_section_links":1682,"main_section_title":1312,"additional_section_links":1725,"additional_section_title":1431},[1656],{"_uid":1657,"link":1658,"component":1238},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":16,"content":1659},[1660],{"type":35,"content":1661},[1662],{"text":1441,"type":26,"marks":1663},[1664],{"type":1064,"attrs":1665},{"href":1445,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[1669],{"_uid":1670,"link":1671,"component":1238},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":16,"content":1672},[1673],{"type":35,"content":1674},[1675],{"text":1676,"type":26,"marks":1677},"All banking guides",[1678],{"type":1064,"attrs":1679},{"href":1680,"uuid":1681,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fbanking\u002F","d8de9283-4031-440b-be2f-01ac9349324e",[1683,1697,1711],{"_uid":1684,"link":1685,"component":1238},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":16,"content":1686},[1687],{"type":35,"attrs":1688,"content":1689},{"textAlign":22},[1690],{"text":1691,"type":26,"marks":1692},"What is private banking",[1693],{"type":1064,"attrs":1694},{"href":1695,"uuid":1696,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fbanking\u002Fwhat-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":1698,"link":1699,"component":1238},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":16,"content":1700},[1701],{"type":35,"attrs":1702,"content":1703},{"textAlign":22},[1704],{"text":1705,"type":26,"marks":1706},"US income breakdown",[1707],{"type":1064,"attrs":1708},{"href":1709,"uuid":1710,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fbanking\u002Fhow-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":1712,"link":1713,"component":1238},"6a0937f3-2014-431f-a77c-95e748072003",{"type":16,"content":1714},[1715],{"type":35,"attrs":1716,"content":1717},{"textAlign":22},[1718],{"text":1719,"type":26,"marks":1720},"Cost of living in Florida",[1721],{"type":1064,"attrs":1722},{"href":1723,"uuid":1724,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fbanking\u002Fwhat-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":1727,"_uid":1738,"title":1739,"component":1241,"overview_link":1740,"main_section_links":1754,"main_section_title":1312,"additional_section_links":1811,"additional_section_title":1431},[1728],{"_uid":1729,"link":1730,"component":1238},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":16,"content":1731},[1732],{"type":35,"content":1733},[1734],{"text":1441,"type":26,"marks":1735},[1736],{"type":1064,"attrs":1737},{"href":1445,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[1741],{"_uid":1742,"link":1743,"component":1238},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":16,"content":1744},[1745],{"type":35,"content":1746},[1747],{"text":1748,"type":26,"marks":1749},"All tax guides",[1750],{"type":1064,"attrs":1751},{"href":1752,"uuid":1753,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ftaxes\u002F","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[1755,1769,1783,1797],{"_uid":1756,"link":1757,"component":1238},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":16,"content":1758},[1759],{"type":35,"attrs":1760,"content":1761},{"textAlign":22},[1762],{"text":1763,"type":26,"marks":1764},"Capital gains tax for seniors",[1765],{"type":1064,"attrs":1766},{"href":1767,"uuid":1768,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":1770,"link":1771,"component":1238},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":16,"content":1772},[1773],{"type":35,"attrs":1774,"content":1775},{"textAlign":22},[1776],{"text":1777,"type":26,"marks":1778},"Capital gains tax by state",[1779],{"type":1064,"attrs":1780},{"href":1781,"uuid":1782,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":1784,"link":1785,"component":1238},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":16,"content":1786},[1787],{"type":35,"attrs":1788,"content":1789},{"textAlign":22},[1790],{"text":1791,"type":26,"marks":1792},"Understanding capital gains tax",[1793],{"type":1064,"attrs":1794},{"href":1795,"uuid":1796,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Fretirement\u002Fhow-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":1798,"link":1799,"component":1238},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":16,"content":1800},[1801],{"type":35,"attrs":1802,"content":1803},{"textAlign":22},[1804],{"text":1805,"type":26,"marks":1806},"Tax in Washington",[1807],{"type":1064,"attrs":1808},{"href":1809,"uuid":1810,"anchor":22,"target":1216,"linktype":1237},"\u002Fdiscover\u002Ftaxes\u002Fwashington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[1812],{"_uid":1813,"link":1814,"component":1238},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":16,"content":1815},[1816],{"type":35,"content":1817},[1818],{"text":1819,"type":26,"marks":1820},"Capital Gains Tax Calculator",[1821],{"type":1064,"attrs":1822},{"href":1823,"uuid":22,"anchor":22,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-calculator",[1825,1828,1830,1832,1834,1838],{"_uid":1826,"href":1460,"text":1827,"component":1143,"openInNewWindow":1088},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement",{"_uid":1829,"href":1581,"text":1568,"component":1143,"openInNewWindow":1088},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":1831,"href":1680,"text":1667,"component":1143,"openInNewWindow":1088},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":1833,"href":1752,"text":1739,"component":1143,"openInNewWindow":1088},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":1835,"href":1836,"text":1837,"component":1143,"openInNewWindow":1088},"ecf272f5-571f-41aa-a069-75c81ec617e8","\u002Fdiscover\u002Finsurance\u002F","Insurance",{"_uid":1839,"href":1840,"text":1841,"component":1143,"openInNewWindow":1109},"0acdc588-18e3-4e41-872b-1d528d985164","\u002Fabout-us","About us","https:\u002F\u002Fv2.unbiased.com\u002Fconsumer\u002Flogin","\u002Fpro",[1845,1868,1884,1898],{"_uid":1846,"body":1847,"title":1867,"component":1153},"30378361-bf97-4381-b911-d3250caaa0f7",[1848,1851,1855,1858,1861,1864],{"_uid":1849,"href":1235,"text":1850,"component":1143,"openInNewWindow":1088},"c4c9675c-ea43-43d3-8bd6-1cc8f7cab592","Financial advisors near me",{"_uid":1852,"href":1853,"text":1854,"component":1143,"openInNewWindow":1088},"8d7d6b1f-ba0e-47fc-a186-88f378092f1f","\u002Ftop\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city","Financial advisors in New York",{"_uid":1856,"href":1857,"text":1348,"component":1143,"openInNewWindow":1088},"06840513-10e3-44b5-b2de-901b394dc3cb","\u002Ftop\u002Ffinancial-advisors\u002Fillinois\u002Fchicago",{"_uid":1859,"href":1860,"text":1361,"component":1143,"openInNewWindow":1088},"d97d640b-1bf9-4423-9d11-1066f0ee18a8","\u002Ftop\u002Ffinancial-advisors\u002Fcalifornia\u002Flos-angeles",{"_uid":1862,"href":1863,"text":1374,"component":1143,"openInNewWindow":1088},"013c3ffc-6a8b-4347-9844-275c797ba754","\u002Ftop\u002Ffinancial-advisors\u002Ftexas\u002Fhouston",{"_uid":1865,"href":1294,"text":1866,"component":1143,"openInNewWindow":1088},"cf636ceb-2ecc-41a8-bbcd-86d46d53cbb1","Top financial advisors in the US","Find me an advisor",{"_uid":1869,"body":1870,"title":1883,"component":1153},"17792204-3be7-4f26-9187-92d52a008ec2",[1871,1874,1877,1880],{"_uid":1872,"href":1873,"text":1447,"component":1143,"openInNewWindow":1088},"8a0c6431-a23f-4bdf-a7c3-ab6267f72409","\u002Fdiscover\u002Fretirement",{"_uid":1875,"href":1876,"text":1568,"component":1143,"openInNewWindow":1088},"71e11935-30c8-4588-8582-47688e269428","\u002Fdiscover\u002Finvesting",{"_uid":1878,"href":1879,"text":1667,"component":1143,"openInNewWindow":1088},"84cfcdc6-c6aa-49a8-bc66-84e9ff188ee8","\u002Fdiscover\u002Fbanking",{"_uid":1881,"href":1882,"text":1739,"component":1143,"openInNewWindow":1088},"869c8206-b321-48cf-8dcd-39773d8bff15","\u002Fdiscover\u002Ftaxes","What I need to know about",{"_uid":1885,"body":1886,"title":1897,"component":1153},"e29d0e8a-fef2-4e42-8885-6f01db912ccd",[1887,1889,1891,1895],{"_uid":1888,"href":1527,"text":1523,"component":1143,"openInNewWindow":1088},"3c77b0a1-1ef7-4d09-a237-e3c1adf40bf2",{"_uid":1890,"href":1652,"text":1648,"component":1143,"openInNewWindow":1088},"c98bd327-59d0-4236-a552-946a67e96592",{"_uid":1892,"href":1893,"text":1894,"component":1143,"openInNewWindow":1088},"41999758-59a5-4d65-b3cc-e770a7a5a35d","\u002Fdiscover\u002Ftaxes\u002Fcapital-gains-tax-calculator","Capital gains tax calculator",{"_uid":1896,"href":1540,"text":1536,"component":1143,"openInNewWindow":1088},"f29524cb-1f8a-4ddf-ade0-4baad1064ad2","Tools",{"_uid":1899,"body":1900,"title":1923,"component":1153},"d323ee52-8440-4a7a-99a2-8964241a7f03",[1901,1903,1907,1911,1915,1919],{"_uid":1902,"href":1840,"text":1841,"component":1143,"openInNewWindow":1088},"cce901f6-de30-437a-86bc-263adc8a2f5b",{"_uid":1904,"href":1905,"text":1906,"component":1143,"openInNewWindow":1088},"415f788b-5acf-4850-98f2-b4cea0384338","\u002Ffaq","FAQs",{"_uid":1908,"href":1909,"text":1910,"component":1143,"openInNewWindow":1088},"43c6a999-d7d1-4615-92ce-13f6eb215753","\u002Fterms-of-use","Terms of Use",{"_uid":1912,"href":1913,"text":1914,"component":1143,"openInNewWindow":1088},"f7716eba-d4a3-4a32-b5a5-97d69ec5437d","\u002Fprivacy-policy","Privacy Policy",{"_uid":1916,"href":1917,"text":1918,"component":1143,"openInNewWindow":1088},"e2ba81f7-fcc7-44e2-bef8-1df1d3739533","https:\u002F\u002Freports.adviserinfo.sec.gov\u002Freports\u002FADV\u002F323880\u002FPDF\u002F323880.pdf","Unbiased ADV",{"_uid":1920,"href":1921,"text":1922,"component":1143,"openInNewWindow":1088},"5e41d9c3-5673-4378-ae62-f6d8abf42d27","https:\u002F\u002Freports.adviserinfo.sec.gov\u002Fcrs\u002Fcrs_323880.pdf","Unbiased CRS","About Unbiased",[1925,1938,1952,1966,1980,1993],{"_uid":1926,"link":1927,"component":1238},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":16,"content":1928},[1929],{"type":35,"content":1930},[1931],{"text":1932,"type":26,"marks":1933},"Pricing",[1934],{"type":1064,"attrs":1935},{"href":1936,"uuid":22,"anchor":22,"custom":1937,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Fpages\u002Fpricing",{},{"_uid":1939,"link":1940,"component":1238},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":16,"content":1941},[1942],{"type":35,"content":1943},[1944],{"text":1945,"type":26,"marks":1946},"Business Growth",[1947],{"type":1064,"attrs":1948},{"href":1949,"uuid":1950,"anchor":22,"custom":1951,"target":1216,"linktype":1237},"\u002Fpro\u002Fdiscover\u002Fbusiness-growth\u002F","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":1953,"link":1954,"component":1238},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":16,"content":1955},[1956],{"type":35,"content":1957},[1958],{"text":1959,"type":26,"marks":1960},"Trends & Insight",[1961],{"type":1064,"attrs":1962},{"href":1963,"uuid":1964,"anchor":22,"custom":1965,"target":1216,"linktype":1237},"\u002Fpro\u002Fdiscover\u002Ftrends-insight\u002F","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":1967,"link":1968,"component":1238},"0404c041-e645-42fe-8932-be896a82902e",{"type":16,"content":1969},[1970],{"type":35,"content":1971},[1972],{"text":1973,"type":26,"marks":1974},"News",[1975],{"type":1064,"attrs":1976},{"href":1977,"uuid":1978,"anchor":22,"custom":1979,"target":1216,"linktype":1237},"\u002Fpro\u002Fdiscover\u002Fnews\u002F","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":1981,"link":1982,"component":1238},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":16,"content":1983},[1984],{"type":35,"content":1985},[1986],{"text":1987,"type":26,"marks":1988},"Help",[1989],{"type":1064,"attrs":1990},{"href":1991,"uuid":22,"anchor":22,"custom":1992,"target":1216,"linktype":1067},"https:\u002F\u002Fwww.unbiased.com\u002Fpages\u002Fpro\u002Ffaqs",{},{"_uid":1994,"link":1995,"component":1238},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":16,"content":1996},[1997],{"type":35,"content":1998},[1999],{"text":2000,"type":26,"marks":2001},"Login",[2002],{"type":1064,"attrs":2003},{"href":2004,"uuid":22,"anchor":22,"custom":2005,"target":1216,"linktype":1067},"https:\u002F\u002Fv2.unbiased.com\u002Fpro\u002Flogin",{},[2007],{"_uid":2008,"content":2009,"category":2016,"component":2019},"567f1d90-00e9-4d21-99dc-7ef6970d3028",{"type":16,"content":2010},[2011],{"type":35,"attrs":2012,"content":2013},{"textAlign":22},[2014],{"text":2015,"type":26},"Top financial advisors in New York City",{"id":1083,"url":2017,"linktype":1067,"fieldtype":2018,"cached_url":2017},"https:\u002F\u002Fwww.unbiased.com\u002Ftop\u002Ffinancial-advisors\u002Fnew-york","multilink","CategoryRichText","Are you an advisor?",[2022,2026,2030,2032,2034,2036],{"_uid":2023,"href":2024,"text":2025,"component":1143,"openInNewWindow":1109},"514c9bb0-7fac-4cb0-af86-532994b80cd1","https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Ffind-a-financial-advisor-near-me","Financial advisor near me",{"_uid":2027,"href":2028,"text":2029,"component":1143,"openInNewWindow":1088},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https:\u002F\u002Fwww.unbiased.com\u002Ffaq","FAQ",{"_uid":2031,"href":1909,"text":1910,"component":1143,"openInNewWindow":1088},"85a086a2-d420-43a6-a1e6-d8cfcc52a584",{"_uid":2033,"href":1913,"text":1914,"component":1143,"openInNewWindow":1088},"bd58e670-f5ff-4936-adbe-5aa73c990cdf",{"_uid":2035,"href":1917,"text":1918,"component":1143,"openInNewWindow":1109},"eafa26a7-3b78-4f00-954e-f1ebc3115542",{"_uid":2037,"href":1921,"text":1922,"component":1143,"openInNewWindow":1109},"2cbcf581-9d60-443b-9e63-9e95be09afad","https:\u002F\u002Fwww.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[2041,2045,2049,2053,2057],{"_uid":2042,"href":2043,"text":2044,"component":1143,"openInNewWindow":1088},"2ca50944-e323-4559-9c46-b77eb4bce616","\u002F\u002Fwww.instagram.com\u002Funbiased.us\u002F","Instagram",{"_uid":2046,"href":2047,"text":2048,"component":1143,"openInNewWindow":1088},"278b2358-e4c6-491b-b011-425b4bd0b709","\u002F\u002Fwww.youtube.com\u002F@Unbiased","YouTube",{"_uid":2050,"href":2051,"text":2052,"component":1143,"openInNewWindow":1088},"dccca61f-0426-4778-a54b-1944ab1ae71f","\u002F\u002Ftwitter.com\u002FUnbiased_us","Twitter",{"_uid":2054,"href":2055,"text":2056,"component":1143,"openInNewWindow":1088},"6e6372d5-1f37-43fb-a849-8868877530c8","\u002F\u002Fwww.facebook.com\u002Funbiasedus","Facebook",{"_uid":2058,"href":2059,"text":2060,"component":1143,"openInNewWindow":1109},"c3a97f2f-ee67-4516-9529-6aff38733af2","https:\u002F\u002Fwww.linkedin.com\u002Fshowcase\u002Funbiased.com\u002F","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[2067],{"_uid":2068,"heading":2069,"cta_link":1445,"cta_text":2070,"component":2071,"description":2072,"pro_heading":2073,"pro_cta_link":1215,"pro_cta_text":2074,"pro_description":2075},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[2077],{"_uid":2078,"title":2079,"CTAText":2080,"subtitle":2081,"component":2082,"errorTitle":2083,"description":2084,"successTitle":2085,"errorSubtitle":2086,"successSubtitle":2087,"consentCheckboxLabelText":2088,"errorMesageFirstNameError":2089,"consentCheckboxLabelLinkURL":1913,"consentCheckboxLabelLinkText":2090,"errorMessageRequiredFieldEmail":2091,"errorMessageIncorrectEmailFormat":2092,"errorMessageRequiredFieldConsent":2093,"errorMessageRequiredFieldInterest":2094,"errorMessageRequiredFieldFirstName":2095},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-70,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z",[],{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2105},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2107},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2109},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2111},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2113},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2115},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2117},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2119},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2121},"\u003Cpath fill=\"currentColor\" d=\"M216.49 168.49a12 12 0 0 1-17 0L128 97l-71.51 71.49a12 12 0 0 1-17-17l80-80a12 12 0 0 1 17 0l80 80a12 12 0 0 1 0 17\"\u002F>",{"left":2099,"top":2099,"width":2123,"height":2123,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2124},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"\u002F>",{"left":2099,"top":2099,"width":2123,"height":2123,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2126},"\u003Cpath fill=\"currentColor\" d=\"M13.3 12.22A4.92 4.92 0 0 0 15 8.5a5 5 0 0 0-10 0a4.92 4.92 0 0 0 1.7 3.72A8 8 0 0 0 2 19.5a1 1 0 0 0 2 0a6 6 0 0 1 12 0a1 1 0 0 0 2 0a8 8 0 0 0-4.7-7.28M10 11.5a3 3 0 1 1 3-3a3 3 0 0 1-3 3m11.71-2.37a1 1 0 0 0-1.42 0l-2 2l-.62-.63a1 1 0 0 0-1.42 0a1 1 0 0 0 0 1.41l1.34 1.34a1 1 0 0 0 1.41 0l2.67-2.67a1 1 0 0 0 .04-1.45\"\u002F>",{"left":2099,"top":2099,"width":2104,"height":2104,"rotate":2099,"vFlip":1088,"hFlip":1088,"body":2128},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"\u002F>",[2130,2133,2134],{"title":2131,"exact":1109,"href":2132},"Home","https:\u002F\u002Fwww.unbiased.com",{"title":1240,"exact":1109,"to":1254,"disabled":1088},{"title":4,"exact":1109,"to":2135,"disabled":1109},"\u002Fdiscover\u002Ffinancial-advice\u002Frobertson-stephens-wealth-management-review",1789892955083]