Richard Ervolino
Richard Ervolino is a registered investment advisor at Capital Management Services, INC., based in Hypoluxo, FL, with 32 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, Retirement Planning. Their firm serves 242 clients with $150M 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 | 2.00% |
Fees are negotiable and will not exceed 2.00% annually.
Fee Estimator
Location
Hypoluxo, FL
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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 owns USA Tax Plan, Inc., through which he sells insurance and annuities, dedicating a few hours per week. He is also an independent contractor for Tax & Retirement Institute, LLC, spending minimal time providing financial education, and a director at GreenMask LLC, spending minimal time offering marketing suggestions.
Employment History
Current Registrations
Capital Management Services, INC.
Previous Registrations
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Cgs Financial INC.Broker
Advisors Capital Investments INC
Pacvest Associates, INC.Broker
Prime Capital Services, INC.Broker
Legend Equities CorporationBroker
Citicorp Investment ServicesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
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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