STEVE ROBBINS, CFP is a fee-only financial planning and wealth management firm. That means our fee is based on a percentage of assets under our management. It ranges from 0.62% to 2.00% annually based on account size. For a listing of the services we provide that are inclusive of this annual fee, visit the 50 Things We Do page of this site.
Another aspect of our service that makes us proud -- we work with everyone! If you have a desire to improve your financial situation, then we are here to help. We’ll customize a saving plan toward reaching your retirement or other financial goals. Also, we have no financial planning account minimums.
Unlike many other advisors, we do not have any minimum required contract period either. Essentially, fees are paid based on the number of days we provide management. There is no fee or other cost to begin. We've set it up this way because we believe that we should earn your business each day. For a copy of our company Form ADV Part 2, which discloses current business practices and our detailed fee schedule, email Info@SteveRobbinsOnline.com.
Contact us or call us at (314) 839-4600 for a no-cost, no-obligation review to determine if your current investments are in line with your goals, income needs, and expectations. We proudly serve clients throughout Florissant, MO, and the surrounding area.