Robert Rickey is a CFP-designated registered investment advisor at Straightline, based in Troy, MI, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,858 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
All management fees are negotiable, so clients receiving similar services may pay different fees.
Fee Estimator
Location
165 Kirts Blvd., Ste 100, Troy, MI, 48084-5200
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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 →Other Business ActivitiesSells Insurance
Robert is the principal and sole owner of TruNor Consulting and Coaching Services, LLC, dedicating about 10-20% of his time to investment-related consulting services. He also acts as an investor and advisor to Questal, Inc., a financial wellness company, dedicating a few hours per week. Robert is also licensed to sell insurance in New York.
Employment History
Current Registrations
Straightline
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
The Dreyfus Service CorporationBroker
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.