Robert Richter is a registered investment advisor at Rjr Financial Services, based in Newport Beach, CA, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 79 clients with $48M 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 $100K | 1.00% |
| $100K - $1.5M | 0.65% |
| $1.5M+ | 0.60% |
Fees are negotiable at the time of signing.
Fee Estimator
Location
1100 Quail St., Suite 115, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rjr Financial Services
State Registrations1 state
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