Richard Nott is a CFA, CFP-designated registered investment advisor at Angeles Wealth Management, LLC, based in Santa Monica, CA, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 178 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Angeles Wealth Management charges a fee based on the value of your portfolio, ranging from 0.50% to 1% annually. The firm generally accepts clients with a minimum account size of $5 million, which would generally create a minimum fee of $50,000. Fees are typically paid quarterly in advance.
Location
429 Santa Monica Blvd, Suite 650, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a technology/webmaster and tech support consultant for the National Cat Protection Society since 2000. He spends about 10-20% of his time maintaining their website, providing tech support, and advising the executive committee.
Employment History
Current Registrations
Angeles Wealth Management, LLC
Previous Registrations
Hightower Advisors, LLC
Lourdmurray
Adviceperiod, LLC
Signature Investment Advisors, LLC
Seia
State Registrations2 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.