Richard Coleman
Richard Coleman is a CFP-designated registered investment advisor at Latitude Advisors, LLC, based in Erie, PA, with 40 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M 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 - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.
Fee Estimator
Location
PO Box 10591, Erie, PA, 16514
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 owner of ColemanLatitud Financial Services, selling various insurance products since 1986, and also an Investment Advisor Representative with Latitude Advisors, LLC since 2019. He dedicates about half of his time to investment advisory services and minimal time to insurance sales.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Gwn Securities INC.
H. Beck, INC.Broker
H. Beck, INC.
Main Street Management Company
Main Street Management CompanyBroker
Waddell & Reed, INC.Broker
First Investors CorporationBroker
State Registrations8 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
More Advisors
- Michael Sergi, CFPAmeriprise Financial Services, LLC
- Paul Hakel, CFPNewedge Advisors
- Ryan Williams, CFP, ChFCElite Life Management LLC
- Christopher Mcgoldrick, CFAHaverford Wealth Management, LLC
- Scott Cross, CFAHbks Wealth Advisors
- Dean Scalise, CFP