Richard Graham
Richard Graham is a CFP-designated registered investment advisor at Lifecare Retirement Solutions INC., based in New Castle, IN, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Total annual fees range from 1.00% to 2.15% depending on the chosen investment strategy, with LifeCare Retirement Solutions receiving 1.00% in most strategies (0.60% for preservation). Fees are negotiable.
Fee Estimator
Location
New Castle, IN
Get directionsHistory
Regulatory History (1)
Regulatory
September 2007Other Business Activities
Richard is involved with Redclaw Crayfish USA, LLC, a crayfish hatchery, dedicating nearly full-time hours to it. He also receives rental income through Grahamland, LLC, as the landlord for Redclaw Hatchery USA, LLC, and spends minimal time as an independent consultant for Asea.
Employment History
Current Registrations
Lifecare Retirement Solutions INC.
Previous Registrations
Gradient Advisors, LLC
Vantage Advisors, LLC
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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