Richard Schriefer
Richard Schriefer is a registered investment advisor at Aprio Wealth Management, LLC, based in New York, NY, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
350 Fifth Avenue, Suite 3920, New York, NY, 10118
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a wealth advisor and managing director at Aprio Wealth Management, a registered investment advisor. He is also an insurance agent for Aprio Risk Management, selling non-variable insurance products, and a partner in Aprio Advisory Group, a CPA firm, and a partner managing real estate investments, and a consultant providing settlement planning services.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.