ChFC

Richard Follett

17 Years of Experience

1 DisclosureSells Insurance

Richard Follett is a ChFC-designated registered investment advisor at United Advisors America, based in Prosper, TX, with 17 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, Retirement Planning. Their firm serves 1,751 clients with $350M in assets under management.

United Advisors America

Compensation

Fee-Only (% of Portfolio)

Firm Size

24 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fixed income portfolio management fee is 0.5%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (1)

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Customer Dispute

March 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard is an insurance agent for Alliance America Corporation, a life and health insurance agency. He is also Senior Vice President at UF Resources Corporation.

Employment History

Current Registrations

United Advisors America

September 2008 - Present · 17 yrs 7 mos

State Registrations1 state

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.