Richard Bliggenstorfer
Richard Bliggenstorfer is a registered investment advisor at James Capital Management LLC, based in Wenatchee, WA, 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 Investment Management. Their firm serves 7 clients with $4M 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 $1.0M | 2.00% |
| $1.0M - $4.0M | 1.75% |
| $4.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for amounts over $10,000,000. Trading Program 2 has different fees for amounts over $1,000,000: Next $3,000,000: 2.00% per year; Next $6,000,000: 1.75% per year.
Fee Estimator
Location
Wenatchee, WA
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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
James Capital Management LLC
Previous Registrations
Delta Global Asset Management
State Registrations1 state
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