Ross Richmond is a registered investment advisor at Relic Wealth Management LLC, based in Ponder, TX, with 7 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relic Wealth Management offers asset management services where they create and manage a portfolio for you. They charge a maximum of 2.00% annually for this service. The exact fee will be outlined in your agreement. Fees are billed monthly, based on the average daily value of your account. Financial planning and consulting are included at no extra cost as part of the asset management service.
Location
Ponder, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ross is the owner of Oceanside Cleaning LLC, a service and maintenance company, since 2013. He dedicates minimal time to this family-held business.
Employment History
Current Registrations
Relic Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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