Richard Schoenfeld is a CFP-designated registered investment advisor at Intervest LTD, based in Chevy Chase, MD, with 35 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 174 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
InterVest offers investment advice through SEI Investment Management Corporation, charging an annual fee between 0.25% and 1.00% of your assets in the program. This fee is in addition to any fees charged by SEI. InterVest also receives compensation from third-party investment advisors for referring clients to them. InterVest does not collect asset-based fees directly in connection with these assets.
Location
2 Wisconsin Circle, Suite 910, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Intervest LTD
Previous Registrations
Ferris, Baker Watts Incorporated
State Registrations1 state
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