Richard Parker
Richard Parker is a registered investment advisor at Truedge Asset Management LLC, based in Indianapolis, IN, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $310K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee. Fees are typically negotiable depending on the relationship’s facts and circumstances.
Fee Estimator
Location
9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240
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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 CEO of Financial Services Holdings, a holding company, spending about a quarter of his time. He is also a finance committee member for JWAS and involved with Adept Investments, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Truedge Asset Management LLC
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Robovise DBA Robo
Thurston Springer Financial
State Registrations41 states
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