Richard Tschetter is a registered investment advisor at Tschetter Group, based in Bellevue, WA, with 53 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 517 clients with $2.4B 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 | 1.50% |
Fees are negotiable and billed monthly in advance based on the previous month-end value.
Fee Estimator
Location
2155 112th Ave Ne, Bellevue, WA, 98004
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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 is the president and owner of Soaring Eagle Ventures, a personal S Sub investment corporation, since 2011. He spends minimal time on this activity.
Employment History
Current Registrations
Tschetter Group
Previous Registrations
Tschetter Wealth Advisors
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations2 states
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
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