Richard Cobb is a registered investment advisor at Cresap, INC., based in Radnor, PA, with 32 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 604 clients with $340M 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 | 2.00% |
Fees are set by agreement between the client and advisor. Maximum rates are typically 1.5% for Asset Advisor, 1.2% for Custom Choice, and 2% for Private Investment Management.
Fee Estimator
Location
259 N Radnor Chester Rd, Ste 140, Radnor, PA, 19087
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2013Customer Dispute
March 2012Customer Dispute
April 2011Customer Dispute
February 2002Customer Dispute
December 2001Customer Dispute
September 2001Employment History
Current Registrations
Cresap, INC.
Cresap, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Delaware Distributors, L.P.Broker
State Registrations33 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.
Exams
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