Richard Mordesovich is a registered investment advisor at Sonoma Private Wealth LLC, based in Sonoma, CA, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 66 clients with $140M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee varies between 0.25% to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fees are negotiable.
Fee Estimator
Location
Sonoma, CA
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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 two rental properties, spending a few hours per week on them. He also participates in the Mordesovich-Chase Family Charitable Gift Fund, dedicating minimal time each month.
Employment History
Current Registrations
Sonoma Private Wealth LLC
Previous Registrations
Silicon Private Wealth, LLC
Bakeravenue
Neuberger Berman, LLC
Banc of America Investment Services, INC.
Banc of America Securities LLC
State Registrations3 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.