RUBICON ADVISORS
Redding, California
5.0
1 Review
Rubicon Advisors, a local investment advisory firm based out of Redding, CA, boasts a team of 18 dedicated employees. With a focus on investment advisory services, Rubicon Advisors stands out in the industry with an impressive average of approximately $182,020,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose a payment method that aligns with their unique financial needs. Rubicon Advisors has garner...
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Assets Under Mgmt

$287.24M

Investment Professionals

17

Locations

6

% 401K & Individual

54%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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