Richard Finch is a registered investment advisor at Green Square Am, based in Memphis, TN, with 6 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is up to 1.00% of committed capital, subject to an annual minimum ranging from $50,000 to $250,000. Actual rates are individually negotiated. The firm also offers fixed annual fees in lieu of asset-based fees for certain engagements.
Fee Estimator
Location
999 S Shady Grove Rd, Suite 105, Memphis, TN, 38120
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Regulatory History (1)
Regulatory
October 2020Other Business Activities
Richard is a partner at Active Tracks, LLC (background screening) and Skypoint Capital Partners (marketing/distribution), and a director at Principal Street Partners (asset management) and HighTower Advisors. He spends a few hours per week on Active Tracks and Principal Street Partners, and has no active role at Skypoint Capital Partners.
Employment History
Current Registrations
Green Square Am
Hightower Advisors, LLC
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.
Exams
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