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Richard Dinel

28 Years of Experience
Los Angeles, CA

Richard Dinel is a registered investment advisor at R.H. Dinel Investment Counsel,inc., based in Los Angeles, CA, with 28 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 28 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
28 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$169.5M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $22.0M1.00%
$22M+1.00%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11661 San Vicente Blvd., Suite 400, Los Angeles, CA, 90049

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
R.H. Dinel Investment Counsel,inc.
July 1997 - Present · 28 yrs 10 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.