Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.
Areas of Practice
Advisor Information
Office location
1800 Century Park East, Suite 220, Los Angeles, CA, 90067
Get directionsRegulatory History (4)
Regulatory
November 2021Regulatory
October 2006Regulatory
January 2006Regulatory
November 2003Other Business Activities
Richard is a partner in JVRS Associates, working on their books a minimal amount of time. He also holds positions such as Director at Sketchers USA, Registered Agent/Manager at Century Acquisitions LLC, President/Mergers at AOTS-WRASP-SKRP, and Consultant at Star Wealth Advisors, dedicating varying amounts of time to each.