Richard Barden
Richard Barden is a registered investment advisor at Asset Allocation Strategies, LLC, based in Farmington, MI, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
33335 Grand River, Farmington, MI, 48336
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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 a member of Barden Farm and Farm Markets, LLC, spending about half his time farming and selling crops from May to October. He also owns R&L Properties, a leasing company, dedicating minimal time to it, and works as an insurance agent for GLP & Associates selling life insurance and annuities, taking about half of his time. Finally, Richard is an IAR for Asset Allocation Strategies, LLC, spending about 10-20% of his time soliciting and managing advisory accounts.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
Previous Registrations
American Capital CorporationBroker
State Registrations15 states
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