Richard Bartolacci
Richard Bartolacci is a ChFC-designated registered investment advisor at Sundvold Financial, based in Columbia, MO, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 450 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be higher or lower for current client relationships.
Fee Estimator
Location
1000 W. Nifong, Building 4, Suite 104, Columbia, MO, 65203
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 the sole member of Financial Solutions for Life, LLC, a commercial real estate entity that owns the suite where his Prudential office is located. As landlord, this takes Richard a few hours per week.
Employment History
Current Registrations
Sundvold Financial
Previous Registrations
Securities America Advisors, INC.
Walnut Street Securities, INC.
Prudential Financial Planning Services
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.