Richard Dwyer
Richard Dwyer is a registered investment advisor at Tactive Advisors, LLC, based in Lee's Summit, MO, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,568 clients with $620M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10.0M - $11.0M | 0.55% |
| $11.0M - $12.0M | 0.50% |
| $12.0M - $13.0M | 0.45% |
| $13.0M - $14.0M | 0.40% |
| $14.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Standard fee schedule for the Advisor Advice package. The automated robo-advisor package charges a flat 0.75% annual fee.
Fee Estimator
Location
Lee's Summit, MO
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Other Business ActivitiesSells Insurance
Richard is the owner of Argallus Financial Group, Inc. and an independent insurance agent, both since 2012 and 2014 respectively. He dedicates about half his time to the sale of fixed insurance products.
Employment History
Current Registrations
Tactive Advisors, LLC
Previous Registrations
Capital Management Services, INC.
Camarda Wealth Advisory Group
Capital Management Services, INC.
Capital Management Services, INC.
Sgl Financial, LLC
World Equity Group, INC.
World Equity Group, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Bright Owl Investment Advisors
Resource Horizons Group LLCBroker
Argallus Wealth Advisors, INC.
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations2 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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