Richard Thieneman is a registered investment advisor at The Gleason Group, INC., based in Prospect, KY. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 276 clients with $1.6B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The firm requires a $1,000,000 minimum portfolio size and a $10,000 minimum annual fee. Money market accounts are excluded from fees and discounts. Fees are negotiable based on future earning capacity, anticipated additional assets, and other criteria.
Fee Estimator
Location
9418 Norton Commons Boulevard, Suite 100, Prospect, KY, 40059
Get directionsHistory
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 →Employment History
Current Registrations
The Gleason Group, 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.
Exams
More Advisors
- Ava Nivens, CFPThe Gleason Group, INC.
- Benjamin Doninger, CFPThe Gleason Group, INC.
- Margaret Pape, CFPBlvd Private Wealth, LLC
- Eugene Stone, CFAAlmanack Investment Partners
- Michael Parker, ChFCFirst Command Advisory Services