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Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Topock, AZ
Narus Financial Partners, LLC
Team
Michael Robinson is a financial advisor with Narus Financial Partners, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014 and previously worked at Charles Schwab from 2008 to 2010. Outside of his advisory role, he performs administrative and back-office support for an insurance business run by his wife. Narus Financial Partners is an SEC-registered, team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines fundamental, qualitative, technical, and quantitative analysis to provide discretionary asset management, investment consulting, and written financial planning tailored to client objectives.
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
Topock AZ
Advisors at this office
1
Arizona
14 years of industry experience
Narus Financial Partners, LLC f/k/a Clearstone Capital Mgmt.
2014 - Present • 12 years
Topock, AZ
Charles Schwab
2008 - 2010 • 2 years
Phoenix, AZ
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Lawyer
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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
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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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