Richard Wertheimer
Richard Wertheimer is a registered investment advisor at Fort Street Asset Management LLC, based in Honolulu, HI, with 10 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 29 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $9.9M | 1.50% |
| $9.9M+ | 1.00% |
Asset based fees may be negotiable at the sole discretion of management.
Fee Estimator
Location
900 Fort Street Mall Suite 1727, Honolulu, HI, 96813
Get directionsHistory
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 a director of Fort Street AM Fund (BVI), LTD, a private fund located in the British Virgin Islands. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Fort Street Asset Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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