Katarzyna Richardson is a registered investment advisor at Expressive Wealth LLC, based in Chicago, IL, with 9 years of industry experience. Katarzyna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 165 clients with $170M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. The firm may waive financial planning fees if you have $1,000,000 or more in assets managed by Expressive Wealth.
Fee Estimator
Location
6601 N. Avondale Ave, Suite 200, Chicago, IL, 60631
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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
Expressive Wealth LLC
Previous Registrations
National Financial Services LLCBroker
Charles Schwab & CO., INC.Broker
Fidelity Brokerage 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.
Exams
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