Richard Tomaschefsky
Richard Tomaschefsky is a CFP-designated registered investment advisor at Financial Council, LLC, based in Towson, MD, with 6 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 640 clients with $1.1B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Fees negotiable for amounts over $50,000,000.
Fee Estimator
Location
100 West Road, Suite 500, Towson, MD, 21204
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Richard sells fixed insurance products since November 2021, spending minimal time on this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Financial Council, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
State Registrations10 states
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.