Richard Benoit
Richard Benoit is a registered investment advisor at Dow Family Office Advisory, LLC, based in Falmouth, ME, with 16 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% annually depending on services, asset levels, and relationship complexity. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
358 U.S. Route One, Falmouth, ME, 04105
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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 →Other Business Activities
Richard is an Investment Advisor Representative of Bolton Global Asset Management and VP of Finance & Corporate Development. He is also EVP of Corporate Development for Dow Software, LLC, spending a few hours per week on this role, and a trustee of Dow Software, LLC's 401K plan, dedicating minimal time.
Employment History
Current Registrations
Dow Family Office Advisory, LLC
Bolton Global Capital
Bolton Global CapitalBroker
Bolton Global Asset Management
Previous Registrations
Usi Securities, INC.Broker
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.
Exams
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