Robert Requard
Robert Requard is a registered investment advisor at Iron River Capital LLC, based in Durango, CO, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 146 clients with $94M 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 | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 0.95% |
Fees are generally negotiable. Additionally, NM-based clients will be charged the Gross Receipts Tax. There is a $500 per quarter minimum fee the Firm may waive at its discretion for both monitoring and management fees. This minimum management fee does not apply to clients who signed their advisory contract before May 2019.
Fee Estimator
Location
752 Main Avenue, Unit 201, Durango, CO, 81301
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
Robert is an insurance agent with Breckenridge Financial since 2007, dedicating minimal time to this activity. He also serves as a board member for Trilogy Innovations, spending a few hours per week consulting on business matters.
Employment History
Current Registrations
Iron River Capital LLC
Previous Registrations
B. Riley Wealth Advisors, INC.
Connolly Financial
State Registrations4 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.