Richard Robbins
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Location
1619 E. Common St Suite 1101, New Braunfels, TX, 78130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the President/Owner of Robbins Financial Coordinating Services, Inc. for tax reporting purposes, and Member/Manager of Circle R Properties, which holds rental property. He is also the Manager of Legacy CFO, LLC, through which he holds fixed and indexed insurance and annuity contracts, dedicating about 10-20% of his time, and an IAR & Partner at Oakwell Private Wealth, LLC, spending nearly full-time hours providing financial planning and investment advice.
Employment History
Current Registrations
Oakwell Private Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Strategic Financial Concepts, LLC
American General Securities IncorporatedBroker
State Registrations1 state
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