Richard Wells
Richard Wells is a registered investment advisor at Marco Investment Management LLC, based in Atlanta, GA, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $5,000. Exceptions to the minimum portfolio value and fee arrangements may be made at Marco Investment Management's discretion.
Fee Estimator
Location
1100 Atlanta Financial Center, 3353 Peachtree Road Ne, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1993Employment History
Current Registrations
Marco Investment Management LLC
Previous Registrations
Lifetime Income Store Advisors, LLC
Camarda Wealth Advisory Group
UK Pension Advisors, INC.
Sheaff Brock Investment Advisors, LLC
Convergent Wealth Advisors, LLC
Fisher Investments
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.