Richard Rosa is a registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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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 is the owner and agent at Compass Sports Advisors LLC, an NFL player contract and marketing negotiation firm, dedicating a few hours per week. He is also an investment partner at Hunt Valley Partners, spending minimal time and strictly acting as an investor for personal purposes.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Hightower Advisors, LLC
Eastern Athletic Referral Systems, LLC
Legg Mason Wood Walker INC
State Registrations1 state
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