Louis Ricciardi is a registered investment advisor at Bristol Wealth Group, based in Taunton, MA, with 44 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 815 clients with $880M 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% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation – such as the size of family holdings, low-cost basis securities, or certain passively advised investments and pre-existing relationships with clients. Certain clients may pay more or less than others depending on the amount of assets, type of portfolio, or the time involved, the degree of responsibility assumed, complexity of the engagement, special skills needed to solve problems, the application of experience and knowledge of the client’s situation.
Fee Estimator
Location
35 Broadway, 2nd Floor, Taunton, MA, 02780
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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 →Other Business Activities
Louis is involved in several outside business activities, including serving on the boards of various non-profit organizations and foundations, dedicating minimal time to each. He also works full-time at RFG-Bristol Wealth Advisors, LLC DBA Bristol Wealth Group, and serves as a Director for Bristol County Savings Bank.
Employment History
Current Registrations
Bristol Wealth Group
Previous Registrations
Private Client Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
Thomson Mckinnon Securities INC.Broker
Shearson/american Express INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.