Richard Thoreson is a CFA-designated registered investment advisor at Thoreson Steffes, based in Fargo, ND, with 13 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, Investment Management. Their firm serves 25 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
210 N. Broadway, Suite 400, Fargo, ND, 58102-4771
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a 50% owner of a private trust company.
Employment History
Current Registrations
Thoreson Steffes
State Registrations1 state
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