Michael Richardson
Michael Richardson is a registered investment advisor at Richardson Financial, INC., based in New Braunfels, TX, with 26 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. Their firm serves 70 clients with $20M 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 $1.0M | 2.50% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Rates negotiable for amounts over $10,000,000.
Fee Estimator
Location
New Braunfels, TX
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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 →Employment History
Current Registrations
Richardson Financial, INC.
Previous Registrations
Barrington Financial Advisors INC
Daniel Frishberg Financial Services, INC.
Eagle Strategies CORP
USAA Investment Management Company
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.