Richard Bird
Richard Bird is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Springville, UT, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
1220 North Main St., Suite 9, Springville, UT, 84663
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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 is a CPA providing tax preparation services since 2016, dedicating about 10-20% of his time. He also owns ArrivaSure Wealth LLC, which includes securities business and fixed insurance, and Vantage Point Real Estate LLC, where he manages rental properties, spending minimal time on it.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Cb Financial Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.