RB
RB

Robert Bridel

20 Years of Experience
Cedar Park, TX
Sells Insurance

Robert Bridel is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Cedar Park, TX, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.

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Location

930 S. Bell Blvd, Suite 304, Cedar Park, TX, 78613

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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 ActivitiesSells Insurance

Robert provides educational courses and coaching in spiritual and economic matters through Kingdom Calling, dedicating about a quarter of his time. He also provides investment advice as an IAR for Partners 4 Prosperity, and sells fixed insurance through Synchronized Wealth Strategies, dedicating minimal time outside of securities trading hours but about a quarter of his time during trading hours.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Prosperity Economics Partners, LLC
October 2010 - November 2018 · 8 yrs 1 mo
Wilbanks Securities Advisory
May 2005 - November 2008 · 3 yrs 6 mos
Eagle Strategies CORP
February 2002 - October 2003 · 1 yr 8 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.