Richard Ward
Richard Ward is a registered investment advisor at Centerview Wealth Advisors, LLC, based in Pittsburgh, PA, with 13 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
139 Freeport Road, Pittsburgh, PA, 15215
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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 ActivitiesSells Insurance
Richard is a CPA through Capital Configuration, LLC since 2014, dedicating about 10-20% of his time. He also holds positions with the Pennsylvania Institute of Certified Public Accountants and the National Association of Black Accountants, dedicating minimal time to each. Finally, Richard is an independent insurance agent for various companies.
Employment History
Current Registrations
Centerview Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Morgan Stanley
State Registrations2 states
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