Richard Villeneuve
Richard Villeneuve is a registered investment advisor at Pasco Advisors, LLC, based in East Windsor, CT, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 211 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pasco Advisors charges an annual negotiable fee for managing your money, ranging from 0.3% to 1% depending on the size and complexity of your account. The fee is paid quarterly, based on the average daily balance for the quarter. If Pasco Advisors helps you select other money managers, those managers pay Pasco Advisors a portion of the fees generated by you; you do not directly pay for this service.
Location
5A Pasco Dr., East Windsor, CT, 06088
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 broker selling fixed annuities, life, Medicare, health, and long-term care insurance. He also owns Pasco Tax Advisory Group LLC, where he prepares and files personal and business income tax returns.
Employment History
Current Registrations
Pasco Advisors, LLC
Previous Registrations
Investment Advisors CORP
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.