Richard Rainier
Richard Rainier is a registered investment advisor at Summit Advisors, LLC, based in Canonsburg, PA, with 31 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 103 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% and is negotiable. Fees can be billed monthly or quarterly.
Fee Estimator
Location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Criminal
January 1989Other Business Activities
Richard is a member of Summit Advisors, an investment-related business. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Summit Advisors, LLC
Beaconsfield Financial Services, INC.Broker
State Registrations11 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.
Exams
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