Richard Schiller is a CFA-designated registered investment advisor at Pavlic Investment Advisors, INC., based in Delafield, WI, with 9 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, Retirement Planning. Their firm serves 85 clients with $80M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be modified if the client negotiates different terms and conditions.
Fee Estimator
Location
440 Wells Street, 203, Delafield, WI, 53018
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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 Activities
Richard is a board member of Rogers Behavior Health Foundation. This activity is not investment-related.
Employment History
Current Registrations
Pavlic Investment Advisors, INC.
Previous Registrations
Vp Distributors LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 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.