Richard Stram is a CFP-designated registered investment advisor at Msa Financial, based in Braintree, MA, with 39 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,338 clients with $1.4B 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 | 1.50% |
Annual fee is up to 1.50% of assets under management, billed quarterly in advance. Fees may be negotiable at the discretion of the advisor.
Fee Estimator
Location
25 Braintree Hill Park, Ste 303, Braintree, MA, 02184-8716
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Richard is an independent insurance agent selling insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Msa Financial
Previous Registrations
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Marino Stram & Associates
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations3 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.
Exams
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