Richard Vertucci is a registered investment advisor at Salient Wealth Planning, based in Encinitas, CA, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 193 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Salient Wealth Planning offers portfolio management services where fees are based on the value of your investments. The annual fee is up to 1.50% of the assets managed. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Salient Wealth Planning. Fees are negotiable.
Location
171 Saxony Road, Suite 211, Encinitas, CA, 92024
Get directionsHistory
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
Salient Wealth Planning
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.