Richard Didonato is a registered investment advisor at The Rich Group, LLC, based in Simpsonville, SC, 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 Financial Planning & Coaching, Investment Management, Retirement Planning.
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 negotiable based on portfolio size and other considerations. The minimum annual fee is typically $2,000.
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
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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