Richard Terlau
Richard Terlau is a CFP-designated registered investment advisor at Investment Answers, based in Louisville, KY, 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 High Net Worth, Investment Management. Their firm serves 257 clients with $43M 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 $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
4205 Springhurst Boulevard, Suite 102, Louisville, KY, 40241
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 ActivitiesSells Insurance
Richard is an insurance agent and owner of Brookstone Financial, LLC, operating under the d/b/a Investment Answers, dedicating about a quarter of his time to this. He is also Vice President of Investment Answers Media, Inc., spending a few hours per week advising on educational content creation.
Employment History
Current Registrations
Investment Answers
Previous Registrations
Brookstone Capital Management LLC
State Registrations3 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.