RD
RD

Richard Ditter

19 Years of Experience
Overland Park, KS

Richard Ditter is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 19 years of industry experience. Richard 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 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard is the sole owner of 925 Holdings, LLC, a property management company, dedicating about 10-20% of his time. He also holds various positions (Managing Partner, President and Partner, Sole Owner) in multiple LLCs focused on commercial real estate and storage properties, spending minimal time on each.

Employment History
Current Registrations
Prime Capital Financial
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
United Capital Financial Advisers
September 2018 - July 2019 · 10 mos
Financial Engines Advisors L.L.C.
November 2016 - July 2018 · 1 yr 8 mos
Financial Engines Advisor Center, LLC
August 2016 - November 2016 · 3 mos
The Mutual Fund Store
September 2006 - September 2016 · 10 yrs
State Registrations2 states
FLTN
Advisor

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
No exam information available for this advisor.