Richard Rebori is a CFA-designated registered investment advisor at Atwob, based in Katonah, NY, with 8 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $88M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
For Clients engaged in financial planning services, the Client will be charged a reduced investment advisory fee: First $1,000,000: 0.85%, Next $1,000,001 to $3,000,000: 0.75%, Next $3,000,001 and above: 0.60%. AtwoB, in its sole discretion, may negotiate to charge a lesser management fee.
Fee Estimator
Location
23 Parkway, 2nd Floor, Katonah, NY, 10536
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Atwob
State Registrations2 states
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