BR

Bryan Anthony Richardson

Advisor Share Wealth Management, LLC
35 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Advisor Share Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $25,000
Hourly Rate:$250/hr

Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

127 E Michigan Street #120, Indinapolis, IN, 46204

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Regulatory History (1)
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Judgment / Lien
April 2017
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Other Business ActivitiesSells Insurance

Bryan is a self-employed insurance agent providing life and health insurance products, dedicating about a quarter of his time to this business. Bryan is also a 50% partner in ReLegacy Properties I & II, spending minimal time collecting rent and managing tenants.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Ebh Securities, INC.Broker
February 1995 - April 2024 · 29 yrs 2 mos
Cantella & Co., INC.Broker
September 1994 - December 1994 · 3 mos
Bowers, Thompson & Co., INC.Broker
April 1994 - April 1994 · 0 mos
G. R. Phelps & Co., INC.Broker
October 1991 - February 1994 · 2 yrs 4 mos
Bowers, Thompson & Co., INC.Broker
September 1991 - October 1991 · 1 mo
Thurston, Springer, Miller & Herd, INC.Broker
January 1991 - July 1991 · 6 mos
New England SecuritiesBroker
October 1990 - December 1990 · 2 mos
Monarch Securities, INC.Broker
November 1989 - October 1990 · 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.