RB
CFP
RB
CFP

R Bills

20 Years of Experience
Greenwood Village, CO
Sells Insurance

R Bills is a CFP-designated registered investment advisor at Nilsine Partners, LLC, based in Greenwood Village, CO, with 20 years of industry experience. R operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 559 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
559 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

Maximum annual fee is 1.80%. Fees are negotiable depending on client circumstances and account type. Minimum annual fee of $12,500 may apply to new clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

5675 Dtc Boulevard, Suite 175, Greenwood Village, CO, 80111

Get directions

History

Regulatory History
Clean regulatory record

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

R. is a member manager of SJAB, LLC, a real estate investment company, dedicating minimal time. R. is also an independent insurance agent involved in insurance sales.

Employment History
Current Registrations
Nilsine Partners, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - September 2021 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - September 2021 · 15 yrs 6 mos
State Registrations3 states
COLATX
Advisor

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
No exam information available for this advisor.
More Advisors