Richards Financial Planning specializes in helping individuals and families prepare for and navigate retirement. Richards Financial Planning offers retirement income planning, investment management, and financial planning. Richards Financial Planning is legally required to act in your best interest. The firm focuses on retirement income planning, helping clients make their money last throughout retirement.
Assets Under Management$330K
Clients2
Advisors1
Avg. per Client$160K
Avg. per Advisor$330K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...