Richard Briand
Richard Briand is a registered investment advisor at Silverlake Wealth Management LLC, based in Williston, VT, with 43 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 722 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverLake Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are negotiable.
Location
33 Blair Park Road, Suite 100, Williston, VT, 05495
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a managing partner at Silverlake Wealth Management, dedicating full-time hours to investment advice. He also owns an office condo, assists with life insurance policies through Smith Companies, sells fixed insurance, and sells fixed/traditional insurance products, all while serving on an investment committee for the Society of St. Edmund.
Employment History
Current Registrations
Silverlake Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Silverlake Wealth Management LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Albany CorporationBroker
Moseley Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.