Richard Whitehead is a registered investment advisor at Willis Investment Counsel INC, based in Gainesville, GA, with 1 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 235 clients with $4B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable for portfolios over $10 million. Minimum account size is generally $2 million for stock portfolios or a combination of stocks and bonds.
Fee Estimator
Location
710 Green Street, Gainesville, GA, 30501
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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
Richard is involved in real estate management as an owner/landlord for an industrial building. This activity is not investment-related.
Employment History
Current Registrations
Willis Investment Counsel INC
State Registrations1 state
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.