Richard Rush is a registered investment advisor at Newedge Advisors, based in Novi, MI, with 27 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. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
39555 Orchard Hill PL., Suite 600, Novi, MI, 48375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard works as an Investment Advisor Representative for an outside RIA firm, dedicating about a quarter of his time. He also works as an adjunct professor at Wayne State University, spending a few hours per week on this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Private Client Services, LLCBroker
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Captrust Financial Advisors or "captrust"
Capfinancial Securities, LLC.Broker
Oppenheimer & CO. INC.Broker
Cig Asset Management, INC.
Cig SecuritiesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Wayne Hummer Asset Management Company
Wayne Hummer Investments L.L.C.Broker
Alliance Fund Distributors, INC.Broker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 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.