Steven Richards
Steven Richards is a registered investment advisor at Byerly Investment Management INC., based in Coatesville, PA, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $6.4M 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 $500K | 2.00% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable at the firm’s sole and absolute discretion.
Fee Estimator
Location
Coatesville, PA
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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 Activities
Steven owns a rental property and collects rent/maintains the property. This requires minimal time and provides $3,000 in annual compensation.
Employment History
Current Registrations
Byerly Investment Management INC.
Previous Registrations
Coastal Investment Advisors
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.