Richard Severs is a CFA, CFP-designated registered investment advisor at Garde Capital, INC., based in Seattle, WA, 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, and 1 more. Their firm serves 490 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are negotiable. Minimum annual advisory fee of $15,000 for households being charged an asset-based fee.
Fee Estimator
Location
1301 Fifth Avenue, Suite 3030, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Richard is the treasurer for the Jessica Meadows Homeowners Association, which exists to provide liability protection for a neighborhood park. He spends minimal time on this activity.
Employment History
Current Registrations
Garde Capital, INC.
Previous Registrations
UBS Financial Services INC.
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.