Richard Everett is a CFA, CFP-designated registered investment advisor at Key Financial, INC., based in West Chester, PA, with 18 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 1,418 clients with $2.8B 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Rates shown are for discretionary accounts. Non-discretionary accounts range from 0.75% to 1.75%. Fees are negotiable.
Fee Estimator
Location
1045A Andrew Drive, West Chester, PA, 19380
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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 the Chief Investment Officer of Key Financial, Inc., assisting with portfolio management. This is a full-time role.
Employment History
Current Registrations
Key Financial, INC.
Osaic Wealth, 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.
Exams
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