Richard Blankenship
Richard Blankenship is a CFA-designated registered investment advisor at Franklin Street Advisors INC., based in Chapel Hill, NC, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 413 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates shown apply to accounts holding equity, cash, and/or mixed assets. Accounts holding fixed income and cash assets only are charged 0.50% for assets up to $5 million and 0.375% for assets over $5 million. The minimum annual fee is $7,500.
Fee Estimator
Location
1450 Raleigh Road, Ste. 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Employment History
Current Registrations
Franklin Street Advisors INC.
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.
Exams
More Advisors
- Johns Ellington, CFAFranklin Street Advisors INC.
- Matthew Inman, CFPFranklin Street Advisors INC.
- Craig Sullivan, CFAFranklin Street Advisors INC.
- Milton Brown, CFPFranklin Street Advisors INC.
- Dennis Greenway, CFAFranklin Street Advisors INC.
- Joseph Fox, CFA, CFPFranklin Street Advisors INC.