Richard Steronko
Richard Steronko is a registered investment advisor at Willamette Financial Advisors, LLC, based in Portland, OR, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 201 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 $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $750K | 0.90% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees may be reduced or waived for related or immediate family members of the Investment Advisor Representatives. Increased management fees greater than the stated management fee may be charged to the Client in lieu of charging the Client an hourly fee for financial planning services.
Fee Estimator
Location
6650 SW Redwood Lane, Suite 310, Suite 310, Portland, OR, 97224
Get directionsHistory
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 works as a social service specialist providing referrals to dysfunctional families since 2000. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Willamette Financial Advisors, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
State Registrations1 state
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.