Richard Price is a registered investment advisor at Williamson Price Modern Wealth Management LLC, based in Reno, NV. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable based on historical relationship, asset type, anticipated future contributions, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7665 Town Square Way, Suite 201A, Reno, NV, 89523
Get directionsHistory
Regulatory History (1)
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Criminal
May 2003Final Disposition
Employment History
Current Registrations
Williamson Price Modern Wealth Management LLC
June 2026 - Present · 4 mos
State Registrations1 state
NV
Advisor
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
No exam information available for this advisor.
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