Richard Holzinger
Richard Holzinger is a registered investment advisor at Belle Haven Investments, L.P., based in Rye Brook, NY, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24,433 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belle Haven charges a percentage of the assets they manage. The specific fee depends on the investment strategy chosen. Clients within the same strategy may have different fee arrangements. Here are the maximum fees for each strategy:
- 3-17 Year Ladder: 0.50%
- Cash Management: 0.50%
- Ladder PLUS: 0.50%
- Muni PLUS: 1.00%
- Taxable Ladder PLUS: 0.50%
- Taxable PLUS: 1.00%
Location
800 Westchester Avenue, Suite N607, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Belle Haven Investments, L.P.Broker
Belle Haven Investments, L.P.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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