Richard Weinstein
Richard Weinstein is a CFP-designated registered investment advisor at Ridgewood Capital Management, based in W. Chester, PA, with 25 years of industry experience. Richard 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 80 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
W. Chester, 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 ActivitiesSells Insurance
Richard is the President, Owner, and Insurance Agent at SAS Advisors, Inc. Since 2006, he has been involved in insurance planning, educational workshops, sales, service, and recordkeeping, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Ridgewood Capital Management
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.