Richard Houstoun
Richard Houstoun is a registered investment advisor at Houstoun Capital Management, INC., based in Bethesda, MD, with 25 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. Their firm serves 16 clients with $81M 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 - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable in certain instances. For example, accounts of extended family members may be grouped together to reach a consolidated account size associated with a lower fee tier. Fee discounts might be granted to clients based on the length of their relationship with the firm.
Fee Estimator
Location
4340 East-West Highway, Suite #920, Bethesda, MD, 20814
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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
Houstoun Capital Management, INC.
State Registrations3 states
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