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Ameer Richardson

25 Years of Experience
North Olmsted, OH
1 DisclosureBroker

Ameer Richardson is a registered investment advisor at Fifth Third Securities, INC., based in North Olmsted, OH, with 25 years of industry experience. Ameer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

26187 Lorain Road, North Olmsted, OH, 44070

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Denied
Other Business Activities

Ameer owns rental properties in Avon Lake and Elyria, Ohio. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Fifth Third Securities, INC.
September 2006 - Present · 19 yrs 8 mos
Fifth Third Securities, INC.Broker
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Questar Asset Management, INC.
January 2005 - April 2005 · 3 mos
Questar Capital Corporation
September 2002 - March 2005 · 2 yrs 6 mos
Questar Capital CorporationBroker
April 2000 - March 2005 · 4 yrs 11 mos
State Registrations15 states
AZCACOFLGAINMDMIMOOHPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ameer Richardson - Financial Advisor | TrueAdvisor