Richard Leu
Richard Leu is a registered investment advisor at Axxcess Wealth Management, LLC, based in Pasadena, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
680 E. Colorado Blvd., Suite 180 & 2nd Floor, Pasadena, CA, 91101
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 sells insurance as an agent, dedicating minimal time to this activity. He is also the founder and senior wealth advisor for LA Wealth Advisors, LLC, spending nearly full-time hours providing investment advisory services. Additionally, Richard volunteers as a board member and teaches cycling classes at YMCA of the Foothills.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Bridge Advisory LLC
Creative Planning
New England Securities Corporation
Charles Schwab & CO., INC.
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.