Robert Richardson is a registered investment advisor at Trinsic Capital, LLC, based in Fort Worth, TX. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $84M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Portfolios invested in the Aggressive Equity strategy will not be aggregated for fee purposes.
Fee Estimator
Location
4200 S. Hulen St., Suite 500, Fort Worth, TX, 76109
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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
Trinsic Capital, LLC
State Registrations1 state
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