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Michael Robinson

6 Years of Experience
Stamford, CT

Michael Robinson is a registered investment advisor at Ridgeview Asset Management Partners, LLC, based in Stamford, CT, with 6 years of industry experience. Michael 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 111 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
111 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$321.5M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Ridgeview charges a fee based on the value of your investments each year. The fee covers portfolio management, custodial services, and trading costs. The specific fee depends on the type of account:

  • Fixed Income: Up to 0.65% per year
  • Taxable Core Equity: Up to 1.00% per year
  • Institutional/Retirement: Up to 0.65% per year

Fees may be negotiable based on factors like account size and complexity.

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Location

60 Long Ridge Road, Suite 306, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a director of a small private company. This activity is not investment-related.

Employment History
Current Registrations
Ridgeview Asset Management Partners, LLC
June 2019 - Present · 6 yrs 11 mos
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.
Michael Robinson - Financial Advisor | TrueAdvisor