Richard Senatore is a registered investment advisor at Rcm Wealth Advisors, based in Bedford, NH, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on client complexity and assets. Non-discretionary accounts charge 0.5% with a $500 minimum and a 3% maximum. Internal managed asset portfolio strategies may carry additional strategy fees of 0.25% to 0.5%.
Fee Estimator
Location
Bedford, NH
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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
Richard owns Stonewall Trading Company, an antique dealer, dedicating a few hours per week. He is also an associate with NH Tomahawks Lacrosse Club, spending a few hours per week for three weeks in the summer.
Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
Stonewall Capital Management, L.L.C.
UBS Painewebber INC.
State Registrations2 states
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.
Exams
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