Richard Rainier is a registered investment advisor at Summit Advisors, LLC, based in Canonsburg, PA, with 30 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 102 clients with $78M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
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Criminal
January 1989Final Disposition
Other 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
November 2007 - Present · 18 yrs 5 mos
Beaconsfield Financial Services, INC.Broker
April 1995 - Present · 31 yrs
State Registrations11 states
FLGALAMINCNJNYOHPATXWV
AdvisorBrokerBoth
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.