RG
CFA
RG
CFA

Richard Gould

22 Years of Experience
Phoenixville, PA

Richard Gould is a CFA-designated registered investment advisor at Gould Tactical Growth LLC, based in Phoenixville, PA, 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 8 clients with $1.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$206K average
Assets Under Management
$1.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable with each client based on a variety of factors. GTG has the general discretion to waive all or a portion of our fees, but typically only exercises this discretion for our employees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Phoenixville, PA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gould Tactical Growth LLC
May 2017 - Present · 9 yrs
Previous Registrations
Greenville Capital Management INC
September 1994 - February 2008 · 13 yrs 5 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.