Overview
- Headquarters
- Kirkland, WA
- Total Firm Assets
- $453 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: ROBINSWOOD BROCHURE ADV 2A JULY 2026 (2026-07-13)
· View brochure text
Latest filing: ROBINSWOOD BROCHURE ADV 2B JULY 2026 (2026-07-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.75% |
| $1,000,001 | $5,000,000 | 0.20% |
| $5,000,001 | and above | 0.10% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $15,500 | 0.31% |
| $10 million | $20,500 | 0.20% |
| $50 million | $60,500 | 0.12% |
| $100 million | $110,500 | 0.11% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 71.56%
- Number of High-Net-Worth Clients
- 128
- Total Client Accounts
- 1,404
- Discretionary Accounts
- 1,403
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 143417
- ROBINSWOOD BROCHURE ADV 2B JULY 2026 (2026-07-28) · View brochure text
- ROBINSWOOD BROCHURE ADV 2A JULY 2026 (2026-07-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗