Laurence Richards is a registered investment advisor at Legacy Road Family Offices, based in Los Angeles, CA, with 14 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 4 clients with $120M 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 $50.0M | 2.00% |
| $50.0M - $100.0M | 1.75% |
| $100.0M - $150.0M | 1.50% |
| $150.0M - $200.0M | 1.25% |
| $200M+ | 1.00% |
Fees may be negotiable at the discretion of Legacy Road.
Fee Estimator
Location
Los Angeles, CA
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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
Legacy Road Family Offices
Previous Registrations
Legacy Road LLC
Richards Capital Management LLC
State Registrations1 state
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