Richard Addis
Richard Addis is a registered investment advisor at Milestone Investments, INC., based in Charlotte, NC, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 91 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable and based on asset size, complexity, and magnitude of advisory services.
Fee Estimator
Location
10700 Sikes Place, Suite 315, Charlotte, NC, 28277-0729
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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 ActivitiesSells Insurance
Richard is an independent licensed insurance agent since 1998, offering benefits consulting, employee group benefits, life, health, disability, and LTC insurance sales and service. This activity takes a few hours per week.
Employment History
Current Registrations
Milestone Investments, INC.
Milestone Investments, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
C.P. Advisory Services
Cigna Financial Services, INC.Broker
Transamerica Securities Sales CorporationBroker
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.