Robert Rich
Robert Rich is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 57 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Location
7800 Forsyth Blvd, 5th Floor, St. Louis, MO, 63105
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
October 2008Other Business Activities
Robert is a representative for Country Club at the Legends for the St. Louis District Golf Association and St. Louis Senior Golf Association. These are non-investment related, non-profit organizations, and Robert receives no compensation, dedicating minimal time.
Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Kohlmeyer & CO.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.