Richard Dirkse is a CFP-designated registered investment advisor at Leo Wealth, LLC, based in Rockwall, TX, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
301 N Goliad, Rockwall, TX, 75087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Richard is the president of Dirkse & Associates, a bookkeeping, tax preparation, and consulting firm, since 1984. He also provides accounting and bookkeeping services for Watchman Minerals and owns Watchman Real Estate, which owns the land occupied by Dirkse and Associates. Richard is also the president of Rockwall Wealth Management, Inc. and a registered representative/investment adviser representative at BFT Financial Group, LLC.
Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLCBroker
Previous Registrations
Bft Financial Group, LLC
Securities America Advisors INC
Securities America, INC.Broker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
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.