Richard Greene is a ChFC-designated registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 38 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M 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% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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 the President and Owner of R.W. Greene & Associates, Inc. He dedicates full-time hours per month to this role, including minimal time during market hours, and sells fixed insurance products.
Employment History
Current Registrations
Capital Synergy Partners
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Nml Equity Services, 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.