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Michael Richardson

19 Years of Experience
Columbus, OH
Broker

Michael Richardson is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History
Clean regulatory record

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
Nationwide Investment Advisors, LLC
June 2019 - Present · 6 yrs 11 mos
Nationwide Investment Services CorporationBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Advised Assets Group, LLC
February 2017 - June 2019 · 2 yrs 4 mos
Gwfs Equities, INC.Broker
July 2016 - June 2019 · 2 yrs 11 mos
Waddell & Reed
August 2015 - July 2016 · 11 mos
Waddell & ReedBroker
October 2009 - July 2016 · 6 yrs 9 mos
Hartford Securities Distribution Company, INC.Broker
February 2008 - September 2009 · 1 yr 7 mos
Mfs Fund Distributors, INC.Broker
August 2006 - February 2008 · 1 yr 6 mos
State Registrations6 states
CTMAMENHOHRI
AdvisorBroker

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
No exam information available for this advisor.
Michael Richardson - Financial Advisor | TrueAdvisor