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Barry Richardson
19 Years of Experience
Fort Worth, TX
1 Disclosure
Barry Richardson is a registered investment advisor at Trinsic Capital, LLC, based in Fort Worth, TX, with 19 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $84M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
47 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$84.0M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Portfolios invested in the Aggressive Equity strategy will not be aggregated for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4200 S. Hulen St., Suite 500, Fort Worth, TX, 76109
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2006Final
Employment History
Current Registrations
Trinsic Capital, LLC
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Keene & Associates, INC.
June 2006 - November 2012 · 6 yrs 5 mos
State Registrations1 state
TX
Advisor
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.