Richard Opong
Richard Opong is a registered investment advisor at White Star Financial LLC, based in Toms River, NJ, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Toms River, NJ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2016Employment Separation After Allegations
May 1994Other Business ActivitiesSells Insurance
Richard is an insurance agent since 1991, dedicating a few hours per week to insurance sales and service. He also owns Wall Street Nutrition LLC, providing nutrition and fitness services, which takes nearly full-time.
Employment History
Current Registrations
White Star Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Uvest Financial Services Group, INC.Broker
Financial Network Investment CorporationBroker
Citicorp Investment ServicesBroker
First Union Brokerage Services, INC.Broker
Marketing One Securities, INC.Broker
North American Management, INC.Broker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
Jersey Capital Markets Group INC.Broker
Madison Chapin Assocs., INC.Broker
F.D. Roberts Securities, INC.Broker
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.