Jeffrey Robinson
Advisor at Robinson Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Robinson Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boulder, CO 80303
Credentials
Series 65
Industry experience
9 years
Jeffrey Robinson is a financial advisor at Robinson Capital Management LLC in Boulder, CO, holding a Series 65 designation with 19 years at the firm and eight years of industry experience. He has been with Robinson Capital Management since 2007. Robinson Capital Management LLC is a fee-only registered investment adviser serving individuals, family partnerships, trusts, foundations, and corporate clients with discretionary portfolio management and financial planning. The firm manages approximately $77 million across about 62 client relationships, employing diversified portfolios with a combination of fundamental and technical analysis tailored to client-specific investment policy statements.
Based on Robinson Capital Management LLC
Fixed fees for financial planning services, negotiable
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually Cash and equivalents+: 0.50% annually
$250 per hour for Derrick Robinson; $150 per hour for Jeff Robinson
Fee-only: Fee-only basis based on percentage of assets under management and fixed or hourly rates for financial planning; no commissions
5370 Manhattan Circle, Suite 201
Boulder, CO 80303
Colorado
Robinson Capital Management LLC
2007 - Present (19 years)
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