Richard Dean is a registered investment advisor at Contemporary Planning Alternatives, based in Camarillo, CA, with 2 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 30 clients with $30M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
The firm has the final say as to the fee arrangement, and current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
Camarillo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Contemporary Planning Alternatives
State Registrations1 state
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