Richard Didonato is a registered investment advisor at The Rich Group, LLC, based in Simpsonville, SC, with 14 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, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.42% |
| $2.0M - $4.0M | 0.29% |
| $4.0M - $7.0M | 0.21% |
| $7.0M - $12.0M | 0.14% |
| $12.0M - $20.0M | 0.09% |
| $20M+ | 0.06% |
Fees are subject to negotiation based upon portfolio size and other business considerations.
Fee Estimator
Location
Simpsonville, SC
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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 works as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. This is a full-time commitment and his normal work hours include securities trading hours.
Employment History
Current Registrations
The Rich Group, LLC
State Registrations1 state
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