Benefit from the robust advice drawn from experiences of many clients/circumstances and a lifelong relationship with your Wealth Manager
The cost of advice is based on a percentage of household portfolio assets*
Asset level | Fee |
Up to $500,000 | 2.00% |
$500,000 – $750,000 | 1.75% |
$750,000 – $1 million | 1.50% |
$1 million – $3 million | 1.25% |
$3 million+ | 1.00% |
Richardson Wealth offers bloodline household pricing: family members do not need to be living at the same address in order for their assets to benefit from the tiered pricing