Richard Taborda
Richard Taborda is a CFP-designated registered investment advisor at Wealth More Enterprise, INC., based in Iselin, NJ, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $76K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth More offers investment management through a wrap fee program.
For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).
For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.
Location
Iselin, NJ
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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 ActivitiesSells Insurance
Richard is the President/IAR/Broker of LBT Wealth Mgmnt LLC and LBT Insurance LLC, offering wealth management and insurance services since 2010. This takes about half of his time, including time during securities trading hours.
Employment History
Current Registrations
Wealth More Enterprise, INC.
Lbt Wealth Management, LLC
Previous Registrations
Wealth More Enterprise, INC.
Freeman Capital Advisors
Freeman Capital Advisors
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.