William Richardson is a registered investment advisor at Rv Strategies, based in Fairfax, VA, with 5 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
These fees are charged by the third-party advisor, Morgan Stanley Smith Barney LLC, not RV Strategies.
Fee Estimator
Location
3930 University Dr., Fairfax, VA, 22030
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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 →Other Business Activities
William is the Director of Legal & Regulatory Affairs for the National RV Dealers Association. He is also a 50% owner of Richardson Capitol Strategies Group, LLC, a company that previously owned property but is now inactive.
Employment History
Current Registrations
Rv Strategies
State Registrations3 states
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