Richard Bartholomew
Richard Bartholomew is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Ponte Vedra, FL, with 21 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 6 more. Their firm serves 10,948 clients with $8.3B 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 | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
Ponte Vedra, FL
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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 →Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Farther
Wealthcare Capital Management LLC
Adviceperiod, LLC
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC
Investment Advisors
Citigroup Global Markets INC.
Ronald Blue & CO. LLC
Mercer Advisors
Morgan Stanley
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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