Richard Girard is a registered investment advisor at Core Partners, based in Austin, TX, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 254 clients with $44M 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 $100K | 1.50% |
| $100K - $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable and discounts may be offered to family members, friends, or associated persons of Core Partners.
Fee Estimator
Location
Austin, TX
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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 works as an insurance broker, appointed with outside carriers to broker life and health insurance products since 2014. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Core Partners
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Nylife Securities LLCBroker
State Registrations3 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.