Richard Cull is a CFA-designated registered investment advisor at Old Beach Investment Advisors, LLC, based in Cypress, TX, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $66M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable above $50 million of assets under management.
Fee Estimator
Location
12549 Louetta Road, Cypress, TX, 77429
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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 →Other Business Activities
Richard is a Senior Portfolio Manager for Breen Investors LP since 2006, spending a few hours per week researching stocks and making recommendations. From time to time, he may offer clients advice or products from this activity.
Employment History
Current Registrations
Old Beach Investment Advisors, LLC
Centric Advisors, LLC
Previous Registrations
Breen Investors LP
Breen Investors LP
Sherpa Investment Services
Breen Investors LP
State Registrations1 state
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.