Richard Nilsen
Richard Nilsen is a registered investment advisor at Stratos Wealth Advisors LLC, based in Alexandria, VA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.
Fee Estimator
Location
Alexandria, VA
Get directionsHistory
Regulatory History (1)
Regulatory
August 2001Other Business Activities
Richard works as a political consultant for Campaign Marketing Strategies, providing campaign services for candidates for public office since 2008. This requires minimal time.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
Previous Registrations
Ashton Royce & CO.
Summit Wealth Management, LLC
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.
Exams
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