Robbyn Richardson is a CFA-designated registered investment advisor at Sgl Investment Advisors, INC., based in Missoula, MT, with 7 years of industry experience. Robbyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 734 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SGL Investment Advisors (SGLIA) offers investment management services through different portfolio types, each with its own fee structure. The annual fee covers both internal management and advisory services, charged quarterly in advance. Fees vary depending on the portfolio type and the amount you invest.
Private Client Portfolios:
- Designed for growth, total return, or capital preservation.
- Example: If you invest $250,000, your annual fee would be 1.5%.
Strategic Income Portfolio:
- Designed for income-focused investors.
- Example: If you invest $250,000, your annual fee would be 0.75%.
Non-Profit Portfolios:
- Designed for non-profit organizations.
- Example: If you invest $250,000, your annual fee would be 1%.
Managed ETF Portfolios:
- Designed for turn-key investors.
- Example: If you invest $5,000, your annual fee would be 1%.
Fees are negotiable for larger portfolios. The Managed ETF Portfolios invest in ETFs, which have their own costs factored into the investment.
Location
283 W. Front Street Suite 302, Missoula, MT, 59802-4328
Get directionsHistory
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
Sgl Investment Advisors, INC.
Previous Registrations
Fidelis Wealth Advisors
State Registrations2 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.