Richard Roush
Richard Roush is a registered investment advisor at Wellth Advisory Services, LLC, based in Fresno, CA, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
2014 Tulare Street Suite 608, Fresno, CA, 93711
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2011Employment Separation After Allegations
March 2010Customer Dispute
March 1997Customer Dispute
May 1989Other Business ActivitiesSells Insurance
Richard is a Managing Director at Strategic Retirement Partners since January 2024 and is licensed to sell various insurance products. He also has ownership interests in several real estate-related entities, including T.W. Patterson Investors, LP and Downtown Fresno, LLC.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Roush Investment Group
Wells Fargo Investments, LLC
State Registrations1 state
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.