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Richard Dwyer

Tactive Advisors, LLC
14 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Richard Dwyer is a registered investment advisor at Tactive Advisors, LLC, based in Lee's Summit, MO, with 14 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. Their firm serves 1,375 clients with $460M in assets under management.

Tactive Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
1,375 clients
Average Client Portfolio
$332K average
Assets Under Management
$456.9M

Fee Structure

Minimum Investment:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.85%
$5.0M - $6.0M0.80%
$6.0M - $7.0M0.75%
$7.0M - $8.0M0.70%
$8.0M - $9.0M0.65%
$9.0M - $10.0M0.60%
$10.0M - $11.0M0.55%
$11.0M - $12.0M0.50%
$12.0M - $13.0M0.45%
$13.0M - $14.0M0.40%
$14.0M - $15.0M0.35%
$15M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lee's Summit, MO

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History

Regulatory History (1)
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Criminal
August 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is the owner of Argallus Financial Group, Inc. and an independent insurance agent, both since 2012 and 2014 respectively. He dedicates about half his time to the sale of fixed insurance products.

Employment History
Current Registrations
Tactive Advisors, LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Capital Management Services, INC.
July 2021 - June 2022 · 11 mos
Camarda Wealth Advisory Group
April 2021 - July 2021 · 3 mos
Capital Management Services, INC.
June 2018 - March 2021 · 2 yrs 9 mos
Capital Management Services, INC.
April 2018 - April 2018 · 0 mos
Sgl Financial, LLC
May 2016 - March 2018 · 1 yr 10 mos
World Equity Group, INC.
May 2016 - May 2017 · 1 yr
World Equity Group, INC.Broker
April 2016 - May 2017 · 1 yr 1 mo
Voya Financial Advisors, INC.
November 2014 - April 2016 · 1 yr 5 mos
Voya Financial Advisors, INC.Broker
November 2014 - April 2016 · 1 yr 5 mos
Bright Owl Investment Advisors
July 2014 - July 2014 · 0 mos
Resource Horizons Group LLCBroker
November 2013 - September 2014 · 10 mos
Argallus Wealth Advisors, INC.
April 2013 - December 2014 · 1 yr 8 mos
Resource Horizons Investment Advisory, INC.
April 2012 - June 2013 · 1 yr 2 mos
Resource Horizons Group LLCBroker
March 2012 - June 2013 · 1 yr 3 mos
First Command Financial Planning, INC.
May 2011 - March 2012 · 10 mos
First Command Financial Planning, INC.Broker
May 2011 - March 2012 · 10 mos
State Registrations2 states
MOTX
Advisor

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.

Exams
No exam information available for this advisor.