Richard Mida is a registered investment advisor at Palatine Hill Wealth Management, based in Birmingham, MI, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 288 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee is 1.00%, but a lower advisory fee may be negotiated. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Palatine Hill and the client. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Location
148 Pierce Street, Birmingham, MI, 48009
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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 Activities
Richard is a director at Motor City Polo, overseeing club operations. He dedicates minimal time to this activity.
Employment History
Current Registrations
Palatine Hill Wealth Management
Previous Registrations
Canopy Wealth Management
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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