Richard Veerman is a registered investment advisor at Richard Veerman, based in Playa Del Rey, CA, with 4 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. Their firm serves 10 clients with $28M 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 $100K | 2.00% |
| $100K - $1000K | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The fee schedule is not tiered, meaning the stated percentage applies to the entire account balance.
Fee Estimator
Location
Playa Del Rey, CA
Get directionsHistory
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 a Senior Vice President/Senior Credit Administration Officer at Farmers and Merchants Bank of Long Beach since 1997. He dedicates about half his time to this role, managing the bank's loan portfolio.
Employment History
Current Registrations
Richard Veerman
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.