A complete list of active advisors currently associated with RBS Wealth Management
Warmer can help you find a great advisor at RBS Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at RBS Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alto, MI
| 3
| |
Alto, MI
| 16
|
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