Richard Munneke
Richard Munneke is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Phoenix, AZ, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Richard is an insurance producer with accident, health, life, variable life, and variable annuity insurance licenses since 2018. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Mercer Global Advisors INC.
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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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