Ricky Faircloth
Ricky Faircloth is a registered investment advisor at Berg Faircloth Investment Advisors, based in Leesburg, VA, with 23 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 123 clients with $40M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
44135 Woodridge Pkwy, Suite 200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Regulatory
September 2013Other Business Activities
Ricky is a CPA and owner of Berg Faircloth and Company, providing tax preparation and accounting services since 1980. He is also involved in financial planning, investment management, real estate sales, farming, commercial property management, and real estate consulting through various entities.
Employment History
Current Registrations
Berg Faircloth Investment Advisors
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
Triad Advisors, INC.Broker
Berg Faircloth Investment Advisors, LLCBroker
State Registrations6 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.