Richard Kleber
Richard Kleber is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Edina, MN, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
6868 France Ave S, Edina, MN, 55435
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Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
Richard owns Lynmar Lane Rental property since 2018, and is co-owner of Starry Palms, LLC (since 2021) and Starry Pines, LLC (since 2023), both rental properties. He spends minimal time on these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations53 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.