Richard Armon

14 Years of Experience

Penn Valley, PA

1 Disclosure

Richard Armon is a registered investment advisor at Wealth Preservation Consultants, LLC., based in Penn Valley, PA, 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 Investment Management. Their firm serves 47 clients with $7.7M in assets under management.

Wealth Preservation Consultants, LLC.

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

47 clients

Average Client Portfolio

$164K average

Assets Under Management

$7.7M

Fee Structure

Investment management only (planning not offered)

Wealth Preservation Consultants charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your account value, depending on the size and complexity of your account. If you use Interactive Brokers as your custodian, the fee is collected daily. If you use E-Trade, the fee is collected quarterly.

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Location

Penn Valley, PA

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History

Regulatory History (1)

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Regulatory

November 2020

Final

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Employment History

Current Registrations

Wealth Preservation Consultants, LLC.

August 2011 - Present · 14 yrs 9 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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