Robinson Value Management, LTD
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Overview
Robinson Value Management, LTD is a financial advisor company that has its headquarters in San Antonio, Texas. The firm controls $152.7 million in total assets over 108 customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Robinson Value Management, LTD does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, equities and bonds.
Robinson Value Management, LTD oversees 107 of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions without needing to seek the customer's authorization. The firm also administers one non-discretionary accounts with a total of $5.0 million in assets under management. Robinson Value Management, LTD manages an average of $1.4 million in assets for each client account. The typical advisor at Robinson Value Management, LTD oversees around 27 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is at 120 East Basse Road, #102, San Antonio, Texas 78209-8356. The company is legally allowed to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Robinson Value Management, LTD by the Numbers
$152.7 million
4
108
$1.4 million
Fee Structure
Financial management fees depend on which services the firm provides the client. Fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Robinson Value Management, LTD caters to retail investors and high net worth investors. Out of its 108 customers, Robinson Value Management, LTD's biggest client type is high net worth investors, although it also serves 39 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 73.58%
- Other Individuals - 26.42%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Robinson Value Management, LTD does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Robinson Value Management, LTD
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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