Richard Calhoun
Richard Calhoun is a registered investment advisor at Naples Wealth Planning, based in North Wales, PA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 226 clients with $230M 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 | 2.50% |
Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Location
North Wales, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Other Business Activities
Richard is a strategic advisor for Naples Wealth Planning, dedicating about 10-20% of his time to quarterly calls and business development. He also serves as a board member and treasurer for Maxwell Football Club, spending a few hours per week on meetings, finances, and club operations.
Employment History
Current Registrations
Naples Wealth Planning
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Imprint Wealth LLC
Imprint Wealth LLC
American Global Wealth Management, INC.Broker
Laidlaw & Company (UK) LTD.Broker
Laidlaw Wealth Management LLC
Pershing Advisor Solutions LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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