Rick Breuil is a CFA-designated registered investment advisor at Ariadne Wealth Management, LP, based in Santa Barbara, CA, with 17 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 50 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ariadne Wealth Management's fees for comprehensive wealth management are based on an individual fee schedule, but will not exceed 1.00% annually. Fees are calculated quarterly based on the average daily value of your account. Fees may be negotiable. They also offer account monitoring and reporting for assets not managed by Ariadne for an additional fee. Clients will incur transaction charges and fund expenses separately.
Location
1255 Coast Village Road, Suite 201A, Santa Barbara, CA, 93108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ariadne Wealth Management, LP
Previous Registrations
Mercer Global Advisors INC.
Mercer Advisors
State Registrations1 state
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