Bryan Richardson
Bryan Richardson is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Indinapolis, IN, with 35 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
127 E Michigan Street #120, Indinapolis, IN, 46204
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Regulatory History (1)
Judgment / Lien
April 2017Other Business ActivitiesSells Insurance
Bryan is a self-employed insurance agent providing life and health insurance products, dedicating about a quarter of his time to this business. Bryan is also a 50% partner in ReLegacy Properties I & II, spending minimal time collecting rent and managing tenants.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Ebh Securities, INC.Broker
Cantella & CO., INC.Broker
Bowers, Thompson & CO., INC.Broker
G. R. Phelps & CO., INC.Broker
Bowers, Thompson & CO., INC.Broker
Thurston, Springer, Miller & Herd, INC.Broker
New England SecuritiesBroker
Monarch 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.