Jay Richardson is a CFA, CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 10 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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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.
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Jay is the owner and rancher of Kunkel Circle K Ranch, LLC, receiving mineral royalties. He spends minimal time on oversight and tax reporting for this business.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Mutual Advisors, LLC
Wilmington Trust Investment Management
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.