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Richard Dwayne Blair

Wealth Solutions, INC.
31 Years of Experience
10 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Wealth Solutions, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
525 clients
Average Client Portfolio
$143K average
Assets Under Management
$75.0M

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $750K1.60%
$750K+1.20%

Fees listed are for SEI & AXOS accounts. American Funds & Aspire accounts have a different fee schedule: 1.60% up to $499,999.99, 1.55% for $500,000.00 - $749,999.99, 1.50% over $750,000.00. Advisory fees and account minimums may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

21 Waterway Avenue, Suite 300, The Woodlands, TX, 77380

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History

Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2016
Final
Regulatory
October 2015
Final
Regulatory
October 2013
Final
Regulatory
June 2013
Final
Regulatory
March 2013
Final
Customer Dispute
January 2013
Settled
Regulatory
December 2011
Final
Regulatory
September 2009
Final
Regulatory
October 1994
Final
Employment Separation After Allegations
October 1993
View Full SEC ReportHow to Read Disclosures
Other 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.
April 1994 - Present · 31 yrs 10 mos
Previous Registrations
Ims Securities, INC.Broker
November 2011 - February 2012 · 3 mos
Wealth Solutions, INC.Broker
May 1994 - December 2012 · 18 yrs 7 mos
Murchison Investment Bankers, LTD.Broker
August 1993 - November 1993 · 3 mos
Equico Securities, INC.Broker
August 1992 - August 1992 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1992 - August 1992 · 0 mos
State Registrations3 states
ARLATX
Advisor
Exams
No exam information available for this advisor.