ER
PFS

Edward Stuart Richter

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Advisor Information

Office location

5 Walker Street, Lenox, MA, 01240

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Apella Wealth
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Symmetry Partners
March 2017 - February 2019 · 1 yr 11 mos
Ws Securities INC
March 2009 - March 2017 · 8 yrs
Arc Investment Planning & Management INC
September 2004 - March 2017 · 12 yrs 6 mos
State Registrations3 states
CTMATX
Advisor
Exams
No exam information available for this advisor.