Troy Richards
Troy Richards is a registered investment advisor at Arkadios Wealth Advisors, based in Slidell, LA, with 23 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
1900 Oak Harbor Blvd, Slidell, LA, 70461
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Troy operates under the DBAs Gulf Coast Investment Services, LLC (since 2005) and Gulf Coast Wealth Management (since 2009). He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations8 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.