Rickard Investment Consulting is a registered investment advisor based in Concord, North Carolina, owned and operated by Alexandra Rickard. The firm offers non-discretionary investment advisory services, meaning clients retain full decision-making authority over all investment transactions while Rickard Investment Consulting provides recommendations, portfolio analysis, asset allocation, and ongoing monitoring. Services include periodic review meetings and tailored investment strategies utilizing fundamental and technical analysis, as well as options strategies like covered calls and cash-secured puts. Additionally, the firm offers optional financial planning and consulting services separately, covering retirement projections, cash flow and budgeting analysis, education planning, and investment analysis for assets not managed by the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable at the firm's discretion.