Riccardo Signorelli is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 7 years of industry experience. Riccardo 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 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Riccardo is a managing member of The Woodlands Analytics LLC (technology services) and Fermi RSB 21 LLC (technology investment), director of The Woodlands Analytics Management Services Inc (management & administrative services) and Signorelli Enterprises (two entities), and president & director of RS Energia LLC (consulting services). These activities take a few hours per week in total.
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
Sunbelt Securities
Previous Registrations
Lavaca Capital, LLC
State Registrations14 states
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