Richard Minaya
Richard Minaya is a registered investment advisor at Rich Michaels Investments, LLC, based in Potterville, MI, with 12 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 41 clients with $9.3M 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 $250K | 1.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are generally not negotiable; however, in limited circumstances and at the Adviser’s sole discretion, the Adviser may reduce or waive fees or agree to an alternative fee arrangement.
Fee Estimator
Location
Potterville, MI
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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 ActivitiesSells Insurance
Richard is involved in several outside business activities, including serving as an ambassador for the Grand Ledge Chamber of Commerce and a board member for the Salvation Army. He also sells fixed insurance, P&C insurance, life insurance, and health insurance, and dedicates a significant amount of time to selling fixed insurance products and handling financial accounting and tax processes for his IAR business.
Employment History
Current Registrations
Rich Michaels Investments, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.