David Rich is a registered investment advisor at Rich & Company LLC, based in Milton, GA, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5 clients with $16M 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 $1.5M | 1.25% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Family Office clients may pay a fixed annual retainer of $60,000 - $120,000 in lieu of or in conjunction with the asset-based fee schedule. A one-time setup fee of $3,000 - $7,500 may also apply.
Fee Estimator
Location
12540 Broadwell Road, Suite 2201, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Managing Director at Southern Business Consulting, LLC, a CPA practice offering tax, accounting, business advisory, and tax preparation services. He dedicates about half of his time to this role.
Employment History
Current Registrations
Rich & Company LLC
State Registrations1 state
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