RT
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Richard John Tice

7 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
183 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$192.2M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.90%
$4.0M - $6.0M0.75%
$6M+0.75%

Fees negotiable above $6,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

5500 Corporate Drive, Suite 240, Pittsburgh, PA, 15237

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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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Other Business Activities

Richard is a partner at McCall Scanlon & Tice, LLC, a public accounting firm, since 2008. He dedicates a full-time commitment to accounting for businesses and individuals.

Employment History
Current Registrations
Valley Brook Capital Group
October 2018 - Present · 7 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Richard John Tice - Financial Advisor | TrueAdvisor