Richard Semo is a registered investment advisor at Geremia Financial Services, LLC, based in Edison, NJ. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 132 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geremia Financial Services offers investment management through a bundled wrap fee program, where clients pay a single annualized fee based on the total value of their portfolio. Financial planning services are included at no separate charge as part of this investment management. Specific fee percentages are detailed in a separate wrap fee brochure, and the firm may negotiate fees based on factors such as account size, anticipated future assets, and account composition.
Location
1090 King Georges Post Road, Suite 801, Edison, NJ, 08837-3705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Geremia Financial Services, LLC
State Registrations1 state
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