Richard Chester is a registered investment advisor at Carson Advisory Group, based in Athens, GA, with 30 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 997 clients with $770M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. Accounts managed by other asset managers typically charge a manager fee that is in addition to the advisory fee. Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.
Fee Estimator
Location
470 Hill Street, Athens, GA, 30601
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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.
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Richard is a Vice President, Advisor, and minority shareholder at Carson Advisory Group, an independent RIA, dedicating nearly full-time hours to this role. He also manages multiple rental properties through various LLCs, requiring minimal time each month.
Employment History
Current Registrations
Carson Advisory Group
Raymond James Financial Services, INC.Broker
State Registrations30 states
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