Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.
61 Maple Avenue, Canton, CT, 06019
Get directionsRichard is an independent insurance producer, selling fixed life, health, fixed annuities, and long-term care insurance. He is also involved in estate planning.