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Richard Young
31 Years of Experience
Fountain Hills, AZ
2 Disclosures
Richard Young is a registered investment advisor at Young Capital Management INC, based in Fountain Hills, AZ, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 66 clients with $70M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$70.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16712 E. Avenue of the Fountains, Fountain Hills, AZ, 85268
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2002Award / Judgment
Customer Dispute
December 1990Award / Judgment
Other Business Activities
Richard is a sole proprietor engaged in a financial advisory service.
Employment History
Current Registrations
Young Capital Management INC
August 1994 - Present · 31 yrs 9 mos
State Registrations1 state
AZ
Advisor
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.
Exams
No exam information available for this advisor.