Robert Richardson is a registered investment advisor at Winthrop Partners - Wpa , LLC, based in Pittburgh, PA. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 92 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable. A flat fee may also be charged in certain circumstances.
Fee Estimator
Location
Edgewood Station 101 E Swissvale Avenue, Pittburgh, PA, 15218
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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
Winthrop Partners - Wpa , LLC
State Registrations1 state
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