Robert Quinlan
Robert Quinlan is a registered investment advisor at Private Client Services, LLC, based in Albuquerque, NM, with 6 years of industry experience. Robert 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 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Albuquerque, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works full-time at Lakeridge Wealth Management as a Registered Investment Advisor (RIA). He also spends about a quarter of his time providing financial advisor-client services, financial planning, and asset management for Doctors Financial Resource, Quinlan Financial Services, and Lakeridge Wealth Management, as well as client services, business development, and portfolio management for Financial Solutions Planning & Investments.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Lakeridge Wealth Management LLC
Previous Registrations
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations11 states
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