Philip Richman is a CFP-designated registered investment advisor at Ciclo Wealth LLC, based in Portland, OR, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $42M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Client accounts are aggregated to receive the lowest tiered schedule fee. Fees are non-negotiable.
Fee Estimator
Location
Portland, OR
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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 →Employment History
Current Registrations
Ciclo Wealth LLC
Previous Registrations
Tenbridge Partners LLC
Kms Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Banc of America Investment Services, INC.Broker
Nationsbanc Investments, INC.Broker
State Registrations2 states
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