Richard Cordova
Richard Cordova is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 13 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
Location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Criminal
June 2009Other Business Activities
Richard is a real estate agent with Tierra Antiqua Realty since 2016, dedicating a few hours per week to assisting clients buying and selling real estate. He also works as a tech blogger for TechDova, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations6 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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