RA
RA

Richard Anderson

8 Years of Experience
Boulder, CO

Richard Anderson is a registered investment advisor at Black Swift Group, LLC, based in Boulder, CO, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 406 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
406 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$694.1M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee is generally 1% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2595 Canyon Blvd, Suite 330, Boulder, CO, 80302

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Black Swift Group, LLC
June 2018 - Present · 8 yrs 4 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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