Rene Rigard is a registered investment advisor at R. L. Rigard & Associates LTD., based in Los Angeles, CA, with 9 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.99% |
| $100K - $1.0M | 0.66% |
| $1M+ | 0.33% |
Fees are generally negotiable. Qualified clients can opt for a performance-based fee: 2% of assets plus 16% of capital appreciation above a high water mark. Investment club members pay 1% annually.
Fee Estimator
Location
4859 W. Slauson Ave., #160, Los Angeles, CA, 90056
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 Activities
Rene is the CFO for Nikkimomo, LLC, a catering company, where he manages financial statements and marketing. This takes nearly full-time hours.
Employment History
Current Registrations
R. L. Rigard & Associates LTD.
State Registrations1 state
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.