RBS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$320,077,515
Clients
468
Advisors
2
of 6 employees
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
6840 Whitneyville Ave SE
Alto MI 49302
Advisors at this office
2
Most active in
California · Florida · Indiana · Michigan
Also doing business as
Rbs Wealth Management · Rbs Wealth Management, LLC
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.
Advisors at this firm
Adam M
Series 66
Alto, MI
RBS Wealth Management
Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.
Ryan S
Series 66
Alto, MI
RBS Wealth Management
Ryan Stephen is a financial advisor at RBS Wealth Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and Edward Jones. Outside of his advisory role, he is involved in NXT Ventures LLC, an entity he created to support his children’s startup businesses by providing capital and business oversight. RBS Wealth Management offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices and trusts. The firm manages portfolios using a mix of mutual funds, ETFs, equities, bonds, options, and alternative investments, employing fundamental and technical analysis with a focus on long-term strategies while accommodating shorter-term trades when appropriate.
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