Richard Humphreys
Richard Humphreys is a registered investment advisor at Bluestar Wealth Management, based in Lake Mary, FL, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 68 clients with $130M 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% |
Fees are generally negotiable.
Fee Estimator
Location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Richard is a member of Blue Star Wealth Management LLC, operating under the Novus Advisors brand. He provides advisory services through this entity.
Employment History
Current Registrations
Bluestar Wealth Management
Previous Registrations
Novus Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.