Richard Smith
Richard Smith is a registered investment advisor at Pashadre Capital Management, INC, based in So. Weymouth, MA, with 28 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. Their firm serves 114 clients with $84M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable for additional assets.
Fee Estimator
Location
33 Union St., Ste 212, So. Weymouth, MA, 02190
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pashadre Capital Management, INC
State Registrations1 state
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