How does the advisor help clients – Key Takeaways:
Rubin Investments is a trusted financial advisor that provides expert guidance to clients seeking to grow and manage their wealth. Their approach emphasizes personalized service and strategic investment strategies, tailored to each individual’s unique financial goals.
Facts and Insights
Rubin Investments has been in business for over 25 years, serving a diverse range of clients across the United States. They have a team of over 100 experienced advisors, with expertise in a variety of financial areas such as retirement planning, tax management, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100+ | Over 25 years |
Financial Services Offered
Rubin Investments offers a wide range of financial services to help clients achieve their financial goals. These include investment management, financial planning, retirement planning, insurance, tax planning, and estate planning.
Client Types
Rubin Investments works with a diverse group of clients, including high net worth individuals, business owners, retirees, and young professionals. They also serve corporate and institutional clients, providing customized investment strategies to meet their unique financial needs.
Fees & Compensation
Rubin Investments operates on a fee-based compensation structure, ensuring that their advisors are always acting in their clients’ best interests. Their fees are based on a percentage of assets under management, providing an incentive for their advisors to grow their clients’ wealth.
Background
Rubin Investments was founded by financial expert Thomas Rubin over 25 years ago. He started the company with a vision to provide top-notch financial advice and help clients achieve their financial goals. Today, Rubin Investments continues to uphold that vision and has become a well-respected and trusted name in the financial industry.
Financial Advisor Disclosures to Know
Rubin Investments is committed to providing transparent and ethical services to their clients. As registered investment advisors, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They also have a strict code of ethics and regularly disclose any potential conflicts of interest.