RBS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$322,324,114
Total clients
468
19% high-net worth
Total advisors
2
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
234
Average account size
$688,727
About
RBS Wealth Management provides personalized financial planning and discretionary and non-discretionary investment management to individuals (including high net worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm reports approximately $322.3 million in regulatory assets under management across 468 client relationships and maintains a $250,000 account minimum.
RBS tailors portfolios to client objectives using both fundamental and technical analysis, generally favoring a long-term investment horizon while permitting shorter-term trades when appropriate, and employs a mix of mutual funds, ETFs, equities, corporate and municipal bonds, options, and private/alternative investments. The firm also recommends and monitors third‑party external managers for portions of client assets and conducts at least annual reviews of client plans and accounts.
Distinctive features include an unusually high client load per advisor (more than 200 clients per advisor) and the firm’s marketing disclosures, which include predecessor performance, hypothetical performance, and client testimonials and overall performance results—practices that are uncommon among peers. RBS also participates in an institutional custody platform and discloses receipt of platform-related services and startup support, and some advisory personnel are licensed to sell insurance products and may receive commission compensation.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to $5,000 for financial planning services only
$0 - $100,000: 1.5% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.0% $1,000,001 - $3,500,000: 0.8% $3,500,001 - $10,000,000: 0.6% $10,000,001 - $25,000,000: 0.5% $25,000,001+: 0.4%
Up to $300/hour for financial planning services only
Account minimum: $250,000 Fee-only: Fixed fees up to $5,000 for financial planning only; hourly fees up to $300/hour
Main office location
RBS Wealth Management
6840 Whitneyville Ave Se
Alto MI 49302, United States
Number of offices
1
Most active in
California · Florida · Indiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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