Rik Saylor
Rik Saylor is a registered investment advisor at Rik Saylor Financial, INC., based in Fairfield, OH, with 30 years of industry experience. Rik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $180M 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 $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K - $300K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Some legacy clients may be charged under a different fee schedule.
Fee Estimator
Location
1241 Nilles Road, Fairfield, OH, 45014
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2013Customer Dispute
October 2006Customer Dispute
February 2006Other Business Activities
Rik is the owner of Saylor Grp Properties LLC & Saylor Grp Properties II LLC, real estate holdings, spending minimal time on oversight. He is also the sole owner of Best of Biz Solutions/Redde-Zone, a business consulting firm, dedicating about 10-20% of his time to business evaluation and exit planning solutions.
Employment History
Current Registrations
Rik Saylor Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Rushmore Securities CorporationBroker
Northstar Securities, INC.Broker
Investors Capital CORP.Broker
State Registrations4 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.