Advisor at LBT Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LBT Wealth Management, LLC
Location
Iselin, NJ
Credentials
CFP®, Series 65
Industry experience
15 years
Richard Taborda is a CFP® with 15 years of experience in wealth management and insurance services. He is the president and investment adviser representative of LBT Wealth Management, LLC, where he has worked since 2011. His prior experience includes roles at Freeman Capital Advisors, LLC and Wealth More Enterprise, Inc. LBT Wealth Management, LLC provides investment supervisory and financial planning services to individual clients, preparing tailored Investment Policy Statements and managing portfolios that utilize both long- and short-term trading strategies, including leverage and derivatives. The firm also offers financial planning across insurance, retirement, college, and debt matters, and manages held-away employer retirement plan assets through a third-party system.
Based on LBT Wealth Management, LLC
Fixed financial planning fees ranging from $5,000 to $30,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
$250 per hour, negotiable
Fee-only: Hourly fee of $250, negotiable; fixed financial planning fees between $5,000 and $30,000, negotiable
Iselin, NJ
New Jersey · Texas
Wealth More Enterprise, Inc.
2024 - Present (2 years)
Freeman Capital Advisors, LLC
2019 - 2023 (4 years)
LBT Insurance Services, LLC
2011 - Present (15 years)
LBT Wealth Management, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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