Hildy Richelson is a registered investment advisor at Scarsdale Investment Group, LTD., based in Blue Bell, PA, with 33 years of industry experience. Hildy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 168 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.35% |
Some clients pay a fixed monthly fee for Priority Client Investment Services, ranging from $1,800 to $3,741 per month. Fees are negotiable.
Fee Estimator
Location
Blue Bell, PA
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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 →Employment History
Current Registrations
Scarsdale Investment Group, LTD.
State Registrations8 states
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