Richard Villosis is a registered investment advisor at Carnegie Wealth Management LLC, based in La Canada, CA, with 12 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 150 clients with $65M 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 | 1.75% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Location
La Canada, CA
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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 Activities
Richard works as a process specialist at Marathon Petroleum Corporation (formerly Tesoro Corporation) since 2005. This activity is not investment-related.
Employment History
Current Registrations
Carnegie Wealth Management LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Bear, Stearns & 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.