Richard Halliburton
Richard Halliburton is a registered investment advisor at Tradition Investment Management, LLC, based in Panama City Beach, FL, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 57 clients with $21M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Panama City Beach, FL
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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 an insurance broker selling life insurance and annuities since 2010, dedicating minimal time to this activity. He is also the Chief Operating Officer/CCO of Tradition Investment Management, LLC, spending nearly full-time assisting with firm operations and clients.
Employment History
Current Registrations
Tradition Investment Management, LLC
Previous Registrations
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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