Riley Thoubboron is a CFP-designated registered investment advisor at Fpfoco, based in Fort Collins, CO, with 9 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 115 clients with $110M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for Investment Management Services when part of Comprehensive Services. The annual fee is prorated and paid in advance or arrears on a calendar monthly or quarterly basis. The total fee for Comprehensive Services may exceed 3% of assets under management on an annual basis.
Fee Estimator
Location
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO, 80525-3197
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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 →Employment History
Current Registrations
Fpfoco
Previous Registrations
The Millstone Evans Group, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Esi Financial Advisors
Equity Services, INC.Broker
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.