Mackenzie Richards is a CFP-designated registered investment advisor at Sk Wealth Management, LLC, based in Providence, RI, with 12 years of industry experience. Mackenzie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 323 clients with $640M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $700K | 1.00% |
| $700K - $1.3M | 0.60% |
| $1.3M - $2.5M | 0.50% |
| $2.5M+ | 0.40% |
Fee Estimator
Location
50 Holden St, Providence, RI, 02908-5757
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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 →Employment History
Current Registrations
Sk Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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