Richard Blosser
Richard Blosser is a registered investment advisor at Pathfinder Wealth Advisors, LLC, based in Los Angeles, CA, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathfinder Wealth Advisors offers two investment management services:
- Comprehensive Portfolio Management: The maximum annual fee is 1.5% of the value of your portfolio. This service includes financial planning or consulting services.
- Asset Management: The maximum annual fee is 1.25% of the value of your portfolio.
Fees are negotiable and billed quarterly in advance. Pathfinder uses third-party investment advisors and the fees listed above do not include the fees charged by the third-party advisors.
Location
2029 Century Park East, Ste 400N, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (3)
Regulatory
October 2022Customer Dispute
February 2015Customer Dispute
January 2005Other Business Activities
Richard is the Chief Compliance Officer, Investment Advisor Representative, and owner of Pathfinder Wealth Advisors, LLC. He is also an Investment Advisor Representative with Axxcess Wealth Management, LLC.
Employment History
Current Registrations
Pathfinder Wealth Advisors, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Wedbush Securities INC.
Wedbush Securities INC.Broker
Pathfinder Wealth Advisors, LLC
Axxcess Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Mki Securities CORP.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.