Richard Zanghetti
Richard Zanghetti is a registered investment advisor at Lionsbridge Wealth Management LLC, based in Jacksonville Beach, FL, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionsBridge Wealth Management's fees are based on the value of your portfolio. The fees are calculated on the average monthly balance in the account and deducted on the first day of the following month. The specific fee you pay depends on the size of your account:
- Less than $1 million: 1.00%
- $1 million - $2 million: 0.90% - 1.00%
- $2 million - $5 million: 0.75% - 0.90%
- $5 million - $10 million: 0.50% - 0.75%
- Over $10 million: Negotiable
All fees are subject to negotiation.
Location
1514 Roberts Drive, Jacksonville Beach, FL, 32250
Get directionsHistory
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 member of Lionsbridge Insurance, LLC, performing limited administrative and regulatory responsibilities since 2009. This non-investment-related activity requires minimal time.
Employment History
Current Registrations
Lionsbridge Wealth Management LLC
Previous Registrations
Signet Securities, LLCBroker
Growth Capital Services, INC.Broker
Growth Capital Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Fiserv Investor Services, INC.Broker
J.P.R. Capital CORP.Broker
Capital Research CorporationBroker
Lehman Brothers INC.Broker
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.