Richard Critelli
Richard Critelli is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Woodstock, GA, with 16 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
Woodstock, GA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2023Financial
July 2019Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
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.