Richard Schoenfeld is a CFP-designated registered investment advisor at Intervest LTD, based in Chevy Chase, MD, with 35 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 175 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the SEI program, annual fees range between 0.25% and 1.00% based on the scope of the relationship. For third-party manager referrals, InterVest receives a portion of the fee collected by the manager (e.g., 27.5% to 35% of their fee).
Fee Estimator
Location
2 Wisconsin Circle, Suite 910, Chevy Chase, MD, 20815
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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
Intervest LTD
Previous Registrations
Ferris, Baker Watts Incorporated
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.
Exams
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