Richwood Investment Advisors offers investment management services tailored to each client's goals, risk tolerance, and financial situation. They develop an Investment Policy Statement (IPS) with clients to guide investment decisions. Richwood also provides complimentary advice on wealth management issues like estate planning, retirement planning, and tax planning. They work with individuals, high net worth individuals, and retirement plans.
Assets Under Management$140M
Clients144
Advisors1
Avg. per Client$950K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
At Richwood's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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