Richard Liburdi is a ChFC-designated registered investment advisor at Compass Ion Advisors, LLC, based in Estero, FL, with 43 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,204 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.
Location
Estero, FL
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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 →Employment History
Current Registrations
Compass Ion Advisors, LLC
Previous Registrations
Apw Capital, INC.Broker
Comprehensive Capital Management, INC.
Emerging Growth Equities, LTD.Broker
Ege Advisors, LTD.
New England Securities Corporation
New England SecuritiesBroker
New England SecuritiesBroker
Hornor, Townsend & Kent, INC.Broker
Sei Financial Services CompanyBroker
E. F. Hutton & Company INCBroker
State Registrations3 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
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