RB
CFP
RB
CFP

Robin Ticknor Brinckerhoff

14 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
332 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $10.0M0.90%
$10.0M - $50.0M0.60%
$50.0M - $100.0M0.40%
$100M+0.40%

Fees negotiable for amounts over $100,000,000.

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

275 Sacramento Street, 8th Floor, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robin is a Managing Director at Fort Point Capital Partners LLC since 2017, focusing on asset allocation, investment management, and financial planning. This activity is investment-related and consumes more than full-time hours.

Employment History
Current Registrations
Uhlmann Price Securities, LLCBroker
April 2020 - Present · 5 yrs 10 mos
Uhlmann Price Securities, LLC
April 2020 - Present · 5 yrs 10 mos
Fort Point Capital Partners LLC
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Gordian Investments, LLCBroker
July 2019 - December 2019 · 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2011 - July 2017 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLC
July 2011 - July 2017 · 6 yrs
North Capital
March 2011 - June 2011 · 3 mos
State Registrations27 states
AZCACOCTFLGAILKSKYMAMDMIMNMONCNJNVNYOHOKPASCTXUTVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robin Ticknor Brinckerhoff - Financial Advisor | TrueAdvisor