Richard Clement is a registered investment advisor at Pebble Management Group, based in Harahan, LA, with 18 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 28 clients with $18M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
6430 Jefferson Hwy, Harahan, LA, 70123
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Richard is a FINRA arbitrator. He is also the President of Pebble Asset Management, an NFA member and CFTC registered commodity pool operator, dedicating about 10-20% of his time. Additionally, Richard is a Managing Partner at Pebble Management Group, LLC, an SEC RIA, spending about half his time on this.
Employment History
Current Registrations
Pebble Management Group
Previous Registrations
Wealthharbor Capital Group, LLC
State Registrations1 state
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.