R. Stallings is a registered investment advisor at Togwotee Cio, based in Beverly Hills, CA, with 5 years of industry experience. R. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.40% to 1.00% per annum depending on the investment strategy and account size. Fees are negotiable at Togwotee CIO's sole discretion. Alternatively, fixed fees of up to $100,000 per year may be negotiated.
Fee Estimator
Location
Beverly Hills, CA
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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 Activities
R. is the Chief Executive Officer and Chief Investment Officer of Inglewood Park Cemetery and Park Lawn Cemetary, dedicating nearly full-time hours to this role. R. is also a managing member of two personal real estate LLCs, 2949 Arrowhead Trail, LLC and Rimpau Utah, LLC, spending minimal time on each.
Employment History
Current Registrations
Togwotee Cio
State Registrations1 state
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Exams
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