Advisor at Narus Financial Partners, LLC
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Location
Topock, AZ
Credentials
Series 63, Series 66
Industry experience
13 years
Michael Robinson is a financial advisor at Narus Financial Partners, LLC with 13 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Outside of advising, Robinson serves as an administrative officer for a family-owned insurance business, contributing to back office support and record keeping. Narus Financial Partners is an SEC-registered advisory firm that manages approximately $468 million for individuals, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management with the use of option strategies and margin borrowing.
Based on Narus Financial Partners, LLC
Fixed fee for financial planning services generally ranging from $1,500 to $10,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $750,000: 1.05% $750,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.65% $10,000,001 - $500,000,000: 0.60%
$200 per hour for financial planning services
Account minimum: $250,000 Fee-only: Hourly fee of $200 per hour; Fixed fee ranges from $1,500 to $10,000 for financial planning services
Topock, AZ
Arizona
Narus Financial Partners, LLC f/k/a Clearstone Capital Mgmt.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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