Richard Connor is a registered investment advisor at Marketriders, based in Chesterfield, MO, with 17 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 321 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SogoTrade Asset Management (SAM) charges an annual management fee of 0.75% of your portfolio for Standard Service managed accounts. For Enhanced Service accounts, there's an additional fee, negotiated with each client, up to another 0.75%. There is a minimum monthly fee of $5. SAM uses its affiliate, SogoTrade, Inc., as the broker-dealer, and clients do not pay commissions for trading activity.
Location
1 Mcbride & Son Center Dr., Suite 288, Chesterfield, MO, 63005
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 Activities
Richard is a beneficial owner of Labadie Farms LLC, a rental property, since August 2024. He spends a few hours per week on property maintenance.
Employment History
Current Registrations
Marketriders
Sogotrade, INC.
Sogotrade, INC.Broker
Previous Registrations
Edward JonesBroker
Edward Jones
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Scottrade, INC.Broker
State Registrations6 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.