Richard Kuren is a CFA-designated registered investment advisor at Lvw Advisors, LLC, based in Pittsford, NY, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 519 clients with $2.5B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed advisory fee negotiated on a case-by-case basis.
Fee Estimator
Location
67B Monroe Avenue, Pittsford, NY, 14534
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 board member and investment committee member for Sojourner Home for Women since 2015, dedicating minimal time to this role. His duties include overseeing the organization's management and endowment portfolio.
Employment History
Current Registrations
Lvw Advisors, LLC
Previous Registrations
Convergent Wealth Advisors, LLC
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.
Exams
More Advisors
- Stephen Mitchell, CFAAlesco Advisors, LLC, an Esl Company
- Kelly Olczak, CFPLynnleigh & Company, LLC
- Thomas Affleck, CFPWealth Enhancement Advisory Services, LLC
- Gregory Rahmlow, CFP, ChFCWells Fargo Advisors
- Catherine Arnold, CFPFlower City Capital LLC
- Christopher Porpiglia, CFP