Richard Vassos is a registered investment advisor at Vassos Investments, LLC, based in Mount Laurel, NJ, with 8 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 21 clients with $23M 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 $300K | 1.10% |
| $300K - $2.0M | 1.10% |
| $2M+ | 1.00% |
The firm requires a $300,000 account minimum, which may be waived at the firm's discretion. The first tier has been extended down to $0 for completeness based on disclosed rates.
Fee Estimator
Location
Mount Laurel, NJ
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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
Vassos Investments, LLC
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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