Richard Collop
Richard Collop is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Chesterfield, MO, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
16020 Swingley Ridge Rd., Ste. 330, Chesterfield, MO, 63017
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 ActivitiesSells Insurance
Richard is an independent insurance agent since 2014, selling life, disability, and long-term care insurance. This activity requires minimal time.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Visionary Wealth Advisors, LLC
Northwestern Mutual Investment Services,llc
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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