Richard Morrison is a CFA-designated registered investment advisor at Prime Buchholz LLC, based in Portsmouth, NH, with 6 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Buchholz offers investment solutions where fees are charged as a percentage of the assets they manage or advise on. The exact percentage depends on factors like the client's size, complexity, the level of service provided, and the length of the relationship. Clients are generally subject to a minimum annual fee.
Location
273 Corporate Drive, Suite 250, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prime Buchholz LLC
State Registrations1 state
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