Henry Richter
Henry Richter is a registered investment advisor at Worthington Wealth Management, based in Worthington, OH, with 54 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 138 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 | 2.00% |
Fees are negotiable and may be lower than the standard fee. Consulting services are included in asset management fees, except for unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
57 East Wilson Bridge Road, Suite 300, Worthington, OH, 43085
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Employment History
Current Registrations
Worthington Wealth Management
Previous Registrations
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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.