Richard Feldman, CFP®, AIF®
Coconut Grove, Florida, 33133
Member Since 2005
Investor Solutions is a fee-only registered investment advisor, giving us the freedom to focus on what is right for our clients. To achieve your goals, we use long-term strategies and tailor your portfolio to your exact objectives and risk tolerance. Our global equity asset allocation spreads risk while capturing world market performance and the highest probability of success. All our efforts are concentrated on providing you the advantage of unbiased investment advice, sound portfolio management, and the highest level of service. Our advisors provide you with leading-edge services at low expenses – a strategy strongly linked to higher returns over the long haul – making the choice to go with Investor Solutions a very good move.
My Location
Background Information
Years of Financial Experience
- 13
Education
- University of Miami (B.S.)
- University of Rhode Island (MBA)
Certifications and Designations
- CFP®
- AIF®
Association Memberships
- FPA
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
- Fidelity
- TDAmeritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2912080
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Investor Solutions
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- Oklahoma
- Texas
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Retirement Planning, IRA and Pension Rollovers, Required Minimum Distributions (RMD), Corporate Retirement Plan Investment Management , Foundation Investment Management
Client Investment Services
- REITS, Index Funds, Exchange Traded Funds
Investment Products
- None
Visit Website - http://www.investorsolutions.com
