Richard Matcham
Richard Matcham is a registered investment advisor at United Capital Financial Advisors, based in Palm Desert, CA, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
36921 Cook St Ste 101, Palm Desert, CA, 92211
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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
United Capital Financial Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Silicon Valley Capital Partners, L.P.
Triad Advisors, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors 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.