Richard Egan is a CFP-designated registered investment advisor at Cadence Wealth Management, LLC, based in Seattle, WA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 163 clients with $100M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
1420 5th Ave, #2200, Seattle, WA, 98101
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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 →Other Business Activities
Richard is the lead guitarist and singer for a rock band called Goldbar since 2006. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Cadence Wealth Management, LLC
Previous Registrations
Kibble & Prentice Holding Company
Ra Bench, INC
Linsco/private Ledger CORP.
Ws Griffith Securities, INC.
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.
Exams
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