RB
CFA
RB
CFA

Richard Beaven

23 Years of Experience
Spokane, WA

Richard Beaven is a CFA-designated registered investment advisor at Signia Capital Management, based in Spokane, WA, with 23 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 15 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
$8.3M average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

9 S Washington St, Suite 520, Spokane, WA, 99201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard serves as an Independent Director on the board of Idaho Strategic Resources, a gold producer with rare earth and thorium resources. He dedicates a few hours per week to this role, participating in board meetings and providing counsel on strategic planning.

Employment History
Current Registrations
Signia Capital Management
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Signia Capital Management
August 2002 - December 2020 · 18 yrs 4 mos
State Registrations1 state
WA
Advisor

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.