Richardson Wealth (USA) offers ongoing investment management services. They manage accounts based on your financial situation, investment goals, and risk tolerance. They use third-party platform providers to provide managed account services. They recommend model providers to manage the account. They provide advice on mutual funds, ETFs, stocks, and debt securities. Clients must have a minimum of $100,000 in assets, but this may be waived.
Assets Under Management$220M
Clients277
Advisors13
Avg. per Client$790K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Richardson Wealth (USA) charges an annual fee based on a percentage of the market value of the assets they manage. The annual fee varies between 0.25% and 2.75%, depending on the amount you invest and the type of investment management services provided. The fee is charged monthly or quarterly, in arrears.
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