Richard Blair
Richard Blair is a registered investment advisor at Wealth Solutions, INC., based in The Woodlands, TX, with 32 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 525 clients with $75M 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 $500K | 2.00% |
| $500K - $750K | 1.60% |
| $750K+ | 1.20% |
These fees apply to SEI & AXOS accounts. For American Funds & Aspire accounts: Up to $499,999.99: 1.60%, $500,000.00 - $749,999.99: 1.55%, Over $750,000.00: 1.50%. Variable Annuity Sub Accounts: 1.00%. Employer Sponsored Retirement Plan Investments: 0.50%. Fees and account minimums may be negotiable.
Fee Estimator
Location
21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (10)
Regulatory
April 2016Regulatory
October 2015Regulatory
October 2013Regulatory
June 2013Regulatory
March 2013Customer Dispute
January 2013Regulatory
December 2011Regulatory
September 2009Regulatory
October 1994Employment Separation After Allegations
October 1993Other Business ActivitiesSells Insurance
Richard is the President of Crownbridge Wealth LLC, selling fixed insurance products and spending minimal time on it. He is also a Managing Partner of Crownbridge Securities LLC (real estate holding company) and Dolce Vita Holdings LLC (automotive resell), dedicating a few hours per week to each.
Employment History
Current Registrations
Wealth Solutions, INC.
Previous Registrations
Ims Securities, INC.Broker
Wealth Solutions, INC.Broker
Murchison Investment Bankers, LTD.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.