Richard Deary is a registered investment advisor at Loop Capital Asset Management, based in Miami, FL, with 7 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 90 clients with $11B 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 $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are negotiable based on the particular requirements and circumstances of each account. Flat fees may be charged in limited circumstances.
Fee Estimator
Location
1001 Brickell Bay Drive, Suite 2100, Miami, FL, 33131-4940
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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
Loop Capital Asset Management
Previous Registrations
Pma Asset Management, LLC
Miles Capital, INC.
Zega Financial, LLC
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.
Exams
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