RA
RA

Richard Ainsberg

20 Years of Experience
Scarsdale, NY
Broker

Richard Ainsberg is a registered investment advisor at Twenty-First Tailored Solutions, INC., based in Scarsdale, NY, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $520M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
55 clients
Average Client Portfolio
$9.4M average
Assets Under Management
$515.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.03%

Fees range from 0.0324% to 0.475%. These fees were negotiated with each client on a case by case basis at the time each client account was established.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Scarsdale, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard is a Managing Director/CFO and IA Rep at Twenty-First Tailored Solutions, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Twenty-First Tailored Solutions, INC.
July 2020 - Present · 5 yrs 9 mos
Crito Capital LLC
December 2019 - Present · 6 yrs 4 mos
Crito Capital LLCBroker
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
Twenty-First Securities CorporationBroker
October 2008 - January 2020 · 11 yrs 3 mos
Bear, Stearns & CO. INC.Broker
January 2006 - September 2008 · 2 yrs 8 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Richard Ainsberg - Financial Advisor | TrueAdvisor