Oliver Richner is a registered investment advisor at Richner Capital LLC, based in San Francisco, CA, with 16 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Richner Capital charges an annual fee for managing investments, which includes a fixed management fee of 1% of the portfolio's value, charged quarterly. In addition, Richner Capital receives a performance allocation equal to 25% of the amount by which the portfolio's appreciation exceeds a hurdle rate of 6%.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Oliver's firm, Richner Capital, is compensated by Osmium Partners LLC for providing equity research. This activity takes about a quarter of Oliver's time and may create conflicts of interest.
Employment History
Current Registrations
Richner Capital LLC
State Registrations1 state
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