Richard Arbury is a registered investment advisor at My Financial Coach, LLC, based in Midland, MI, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 128 clients with $54M 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 | 0.85% |
| $1M+ | 0.85% |
Fees are negotiable. Qualified clients may pay 0.85% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
3320 Ridgecrest Road, Suite 300, Midland, MI, 48642
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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
My Financial Coach, LLC
State Registrations1 state
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