Richard Kranz is a CFP-designated registered investment advisor at Portfolio Management, LLC, based in Austin, TX, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 115 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee for customized portfolios is 1% annually. Standard fee for model portfolios is 0.75% annually. Fees are subject to negotiation.
Fee Estimator
Location
500 West 2nd Street, Suite 1900, Austin, TX, 78701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portfolio Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.