Richard Harshman
Richard Harshman is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Cumberland, MD, with 25 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B 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 | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
50 Baltimore Street, 4th Floor, Cumberland, MD, 21502
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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 Activities
Richard is an owner in Richard L Harshman & Barbara S Harshman Real Estate Investment and Middlepoint Road LLC, both real estate investment ventures. He spends minimal time on these activities during trading hours.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Advisory Services
State Registrations6 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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