Robbyn Richardson is a CFA-designated registered investment advisor at Sgl Investment Advisors, INC., based in Missoula, MT, with 8 years of industry experience. Robbyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 883 clients with $440M 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 $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $1.5M | 1.40% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $7.5M | 1.20% |
| $7.5M+ | 1.20% |
Rates reflect combined management and advisory fees for Private Client Portfolios. Other programs have separate schedules: Strategic Income maxes at 0.75% and Managed ETF Portfolios maxes at 1.00%. Eligible military and veteran clients receive a 10% discount on standard advisory fees.
Fee Estimator
Location
283 W. Front Street Suite 302, Missoula, MT, 59802-4328
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 →Employment History
Current Registrations
Sgl Investment Advisors, INC.
Previous Registrations
Fidelis Wealth Advisors
State Registrations2 states
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
More Advisors
- Kenneth FresemanSgl Investment Advisors, INC.
- Paul Lasiter, CFPEvergreen Summit Advisors, LLC
- Jared Losing, CFPAmeriprise Financial Services, LLC
- Casey Fitchett, CFPPine Haven Investment Counsel, INC.
- Rachael Morawski, CFP, ChFCEdward Jones
- Kathleen Mcmahon, CFPMercer Global Advisors INC.