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 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
Togwotee CIO charges an annual management fee based on the value of your portfolio, payable quarterly. The fees range from 0.40% to 1.0% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
Location
Beverly Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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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