Richard Morey
Richard Morey is a registered investment advisor at Secure Retirement Financial & Insurance Services CORP., based in San Ramon, CA, with 23 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 205 clients with $92M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Clients that have been referred to SRF will pay a maximum total fee of 2.00% for portfolios up to $1,000,000 and 1.50% for portfolios over $1,000,000.
Fee Estimator
Location
2333. San Ramon Valley Boulevard, Suite 250, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Richard is a licensed insurance agent offering insurance products, including annuities, long-term care, and life insurance. This activity takes a few hours per week.
Employment History
Current Registrations
Secure Retirement Financial & Insurance Services CORP.
Previous Registrations
Secure Retirement Financial & Insurance Services CORP.
Secure Retirement Financial & Insurance Services CORP.
Bellingham Investment Management
State Registrations2 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.