Richard Seaver
Richard Seaver is a CFP-designated registered investment advisor at Valeo Financial Advisors, LLC, based in Carmel, IN, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,037 clients with $11B 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 $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are based on net worth. A one-time new client transition fee equal to one full quarterly fee is billed at the inception of the relationship. The minimum annual fee is $10,000. Valeo may discount fees based on unique circumstances or relationships. Valeo Essentials service is offered at 0.50% of the client’s net worth with an annual minimum fee of $2,500.
Fee Estimator
Location
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Employment History
Current Registrations
Valeo Financial Advisors, LLC
Previous Registrations
Legacy Financial Advisors, L.L.C.
Oxford Financial Group, LTD
State Registrations2 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.