Richard Ascher is a registered investment advisor at Wealth Management Advisors, LLC, based in Livingston, NJ, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29 clients with $19M 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 | 1.00% |
Annual fees for the SEI Managed Accounts Program range from 0.25% to 1.00% of the value of the account depending on size and complexity, billed quarterly in arrears. Third-party manager referral fees range from 0.05% to 1.00%. Fixed income portfolio management is generally around 0.30%.
Fee Estimator
Location
Livingston, NJ
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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
Wealth Management Advisors, LLC
Previous Registrations
Wealth Management Advisors, LLC
Wealth Management Advisors, LLC
State Registrations1 state
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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