Robert Rizarri is a registered investment advisor at Heritage Wealth Management, based in Houston, TX, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 218 clients with $360M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Subadvisor fees are an additional 0.22% annually, charged by Dimensional Fund Advisors, with a minimum annual fee as if there is $250,000 in account assets.
Fee Estimator
Location
4400 Post Oak Parkway, Suite 2510, Houston, TX, 77027
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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
Heritage Wealth Management
Previous Registrations
Sms Capital Management
Shobe & Associates, INC
State Registrations1 state
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