Richardson Financial provides investment advice and manages portfolios for individuals, businesses, trusts, estates, and charitable organizations. They select and allocate stocks, bonds, mutual funds, exchange traded funds, and cash. They use conservative, income, and growth strategies and can customize portfolios based on client needs.
Assets Under Management$20M
Clients70
Advisors1
Avg. per Client$290K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Rates negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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