Richardson Capital Management provides investment management and financial planning services to individuals, businesses, trusts, estates, and charities. Services include investment advice, portfolio analysis, retirement plan consulting, and consulting on financial, tax, insurance, and estate planning. For clients with complex finances, Richardson Capital offers Family Office Services that integrate investment management with comprehensive financial advice.
Assets Under Management$530M
Clients233
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$75M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Wealth Management Services Fee Schedule. Fees are negotiable. Family Office Services have a different fee schedule: 1.00% from $0 to $10 million, 0.75% from $10,000,001 to $15 million, and 0.50% over $15 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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