Richard Rouse
Richard Rouse is a registered investment advisor at Dachtler Wealth Advisors, LLC, based in Folsom, CA, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 85 clients with $100M 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 | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2130 E Bidwell Street, Suite 100, Folsom, CA, 95630
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 →Other Business ActivitiesSells Insurance
Richard is an employee of Dachtler Wealth Management, DBA Various Insurance, where he prospects for new clients and services existing insurance clients. Richard also owns a business selling life insurance, fixed annuities, indexed annuities, and disability insurance, dedicating a few hours per week to each activity. He also serves as an advisor for Latin America Humanitarian Initiatives (LAHI) and is a licensee of LegacyLock, LLC.
Employment History
Current Registrations
Dachtler Wealth Advisors, LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
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.