John Robert Richter

Your Retirement Coach

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Your Retirement Coach

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

608 clients

Average Client Portfolio

$620K average

Assets Under Management

$377.1M

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.75%
$1.0M - $2.0M	1.50%
$2.0M - $3.0M	1.25%
$3M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

61 Atlanta Street Se, Marietta, GA, 30060

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2023

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Your Retirement Coach

February 2024 - Present · 2 yrs

Previous Registrations

Charles Schwab & CO., INC.

March 2022 - August 2023 · 1 yr 5 mos

Charles Schwab & CO., INC.Broker

January 2022 - August 2023 · 1 yr 7 mos

TD Ameritrade Investment Management, LLC

April 2015 - August 2023 · 8 yrs 4 mos

TD Ameritrade, INC.

April 2015 - October 2022 · 7 yrs 6 mos

TD Ameritrade, INC.Broker

March 2015 - August 2023 · 8 yrs 5 mos

Morgan Keegan & Company, INC.

March 2007 - October 2009 · 2 yrs 7 mos

Morgan Keegan & Company, INC.Broker

February 2007 - October 2009 · 2 yrs 8 mos

Amsouth Investment Management Company LLC

January 2006 - February 2007 · 1 yr 1 mo

Amsouth Investment Services, INC.Broker

December 2005 - February 2007 · 1 yr 2 mos

Merrill Lynch Pierce Fenner & Smith INC.

January 2001 - December 2005 · 4 yrs 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2001 - December 2005 · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.