AdvisorOS Directory
Claim Profile
RF

Rupert Michael Fraser

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Unclaimed Profile
7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 6236941Firm CRD# 167984
01

About

Rupert Michael Fraser is a registered financial advisor based in WESTLAKE, Texas, affiliated with KILDARE PARTNERS US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KILDARE PARTNERS US, LLC
KILDARE PARTNERS US, LLC
AUM
$1.9B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at KILDARE PARTNERS US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.
Regulatory
SEC/IARD CRD# 6236941
Firm CRD# 167984
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTLAKE?

Browse all registered financial advisors in WESTLAKE, Texas or claim this profile if it's yours.

Browse WESTLAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rupert Michael Fraser offer?
Rupert Michael Fraser specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.
What are Rupert Michael Fraser's credentials?
Rupert Michael Fraser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rupert Michael Fraser located?
Rupert Michael Fraser is based in WESTLAKE, Texas, working with KILDARE PARTNERS US, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Rupert Michael Fraser charge for services?
Rupert Michael Fraser's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILDARE PARTNERS US, LLC?
KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTLAKE
Louis Paletta — KILDARE PARTNERS US, LLCGinger Moore Quillen — KILDARE PARTNERS US, LLCJay Copeland Mclennan — KILDARE PARTNERS US, LLCPaul S Patel — KILDARE PARTNERS US, LLCEllis Short — KILDARE PARTNERS US, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile