Richard Ward is a CFA-designated registered investment advisor at Curated Wealth Partners, LLC, based in El Segundo, CA, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 46 clients with $1.4B 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 | 1.50% |
The firm can charge a fixed fee in addition to, or in lieu of, the asset-based fee where it better aligns the fee with the services provided. This alternative fee schedule may be used for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.)
Fee Estimator
Location
2101 E El Segundo Blvd., Suite 501, El Segundo, CA, 90245
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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
Curated Wealth Partners, LLC
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
State Registrations1 state
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