Richards Financial offers personalized financial advice based on each client's unique situation. John Richards, the firm's founder, has 30 years of experience and specializes in value investing, trend following, fixed income securities, and option strategies. The firm's approach is non-discretionary, requiring client approval for all transactions. Richards Financial focuses on minimizing losses and managing risk to achieve financial goals.
Assets Under Management$1.5M
Clients11
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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