Richard Mangus is a registered investment advisor at West Wealth Group, LLC, based in Indian Wells, CA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,746 clients with $620M 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 | 1.50% |
Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.
Fee Estimator
Location
74-785 Highway 111, Ste. 211, Indian Wells, CA, 92210
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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 provides income tax services to individuals and businesses through AMS Tax Service, Inc., and serves as a trustee, dedicating minimal time to this fiduciary role. He is also a shareholder/officer at Mangus Enterprises and spends about a quarter of his time on marketing for Yack Wealth Management.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
Cooper Mcmanus
Hd Vest Investment ServicesBroker
State Registrations2 states
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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