RB
RB
Richard Blackston
4 Years of Experience
The Villages, FL
1 Disclosure
Richard Blackston is a registered investment advisor at Blackston Financial Advisory Group, LLC, based in The Villages, FL, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,012 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,012 clients
Average Client Portfolio
$297K average
Assets Under Management
$300.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8564 E. County Road 466, Suite 302, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2024Pending
Employment History
Current Registrations
Blackston Financial Advisory Group, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations11 states
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Advisor
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Exams
No exam information available for this advisor.