Walter Richardson is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 17 years of industry experience. Walter 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 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
January 2003Other Business Activities
Walter is the co-founder of Upward Media Partners, which develops content for media. He spends about 10-20% of his time on this activity after business hours.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Capital Markets Iq, LLC
Concert Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H&r Block Financial Advisors, INC.Broker
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Barron Chase Securities, INC.Broker
The Boston GroupBroker
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.