Richard Price
Richard Price is a registered investment advisor at Meridian Asset Management, based in Harbor Springs, MI, 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 Investment Management. Their firm serves 14 clients with $34M 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 $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. The maximum fee will never exceed 2% of assets. If the firm is paid a commission on an insurance contract, they will not charge an asset based advisory fee on the value of that contract at issuance or at any time in the future.
Fee Estimator
Location
Harbor Springs, MI
Get directionsHistory
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 ActivitiesSells Insurance
Richard is an independent insurance agent selling health and life insurance, as well as fixed annuities. This takes about half of his time.
Employment History
Current Registrations
Meridian Asset Management
Previous Registrations
Michigan Advisors, INC
Michigan Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Thomson Mckinnon Securities INC.Broker
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.