Ronald Richardson
Ronald Richardson is a registered investment advisor at Vista Investment Partners LLC, based in Oklahoma City, OK, with 41 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 479 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,001. Fees for accounts trading fixed income securities will generally be lower and will be individually negotiated. When Vista's investment strategies are not used, the maximum annual fee is 2.00% and is individually negotiated.
Fee Estimator
Location
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Employment History
Current Registrations
Vista Investment Partners LLC
Previous Registrations
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State Registrations4 states
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.