Richard Smyth is a CFA-designated registered investment advisor at Aionios Capital Partners, LLC, based in Newport Beach, CA, with 4 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aionios Capital Partners charges a maximum annual fee of 2.00% for its services. The specific fee will be outlined in the advisory agreement. Fees are calculated monthly based on the average daily value of the account and are negotiable. For family office services referred to a third party, clients will pay an additional fee to that third party.
Location
5000 Birch St-West Tower, Suite 3000, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an adjunct professor teaching investment analysis, portfolio management, and derivatives. This takes about 10-20% of his time, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Aionios Capital Partners, LLC
State Registrations2 states
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