Richard Kesner is a registered investment advisor at The Commonwealth Group LLC, based in Port St. Lucie, FL, with 31 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 21 clients with $8.6M 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 $50K | 1.75% |
| $50K - $149K | 1.50% |
| $149K - $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000 depending on complexity.
Fee Estimator
Location
Port St. Lucie, FL
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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 →Employment History
Current Registrations
The Commonwealth Group LLC
Previous Registrations
Stoever Glass Wealth Management, INC.
Measured Wealth Private Client Group, LLC
The Commonwealth Group, INC
The Commonwealth Group
State Registrations1 state
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