Richard Robbins
Richard Robbins is a registered investment advisor at Oakwell Private Wealth Management, based in New Braunfels, TX, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 453 clients with $670M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees are annual, billed monthly or quarterly in arrears, and may be negotiable based upon certain circumstances. Flat fees may also be negotiated.
Fee Estimator
Location
1619 E. Common St Suite 1101, New Braunfels, TX, 78130
Get directionsHistory
Regulatory History
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.
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
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
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