RI
RI

Richard Illges

21 Years of Experience
Columbus, GA

Richard Illges is a registered investment advisor at Greatmark Investment Partners, INC., based in Columbus, GA, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 433 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
433 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $700K1.00%
$700K - $2.0M0.75%
$2M+0.50%

Schedule is for equity assets & securities. For fixed income assets & mutual funds/ETFs: First $2 million is 0.50%, balance over $2 million is 0.25%. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6001 River Rd, Suite 300, Columbus, GA, 31904-4556

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Greatmark Investment Partners, INC.
December 2008 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
March 2003 - September 2007 · 4 yrs 6 mos
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.
Richard Illges - Financial Advisor | TrueAdvisor