Richard Oleary
Richard Oleary is a registered investment advisor at Shearson Financial Services, LLC, based in Tallahassee, FL, with 29 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.55% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Rates reflect the RBC Advisor Program schedule. Other programs such as the RBC Unified Portfolio Program and Unbundled Managed Account Solutions Program have different schedules starting at higher rates (up to 1.50% and 1.85% respectively). Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
221 Delta Court, Ste. 2, Tallahassee, FL, 32303
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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 managing partner of Red Hills Capital, a Florida RIA, dedicating nearly full-time hours to portfolio selection, performance analysis, and business operations. He is also a managing partner of Botfly Investments, LLC, investing in real estate and dedicating minimal time to this activity.
Employment History
Current Registrations
Shearson Financial Services, LLCBroker
Red Hills Capital, LLC
Previous Registrations
Morgan Stanley Dw INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations14 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.
Exams
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