Richard Connett
Richard Connett is a CFP-designated registered investment advisor at Integrity Wealth Partners, LLC, based in Walnut Creek, CA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 536 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth Partners charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the size of your portfolio and is negotiable.
The annual fees are:
- $0 to $250,000: 1.3% to 1.5%
- $250,001 to $1,000,000: 1.1% to 1.4%
- $1,000,001 to $2,000,000: 0.90% to 1.25%
- Over $2,000,000: 0.80% to 1.15%
For assets held away at other institutions, such as 401(k) accounts, Integrity Wealth Partners uses a platform called Pontera. Pontera charges 0.30% for those assets, but Integrity Wealth Partners will cover that cost for clients.
Location
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2011Customer Dispute
December 2005Customer Dispute
December 2003Employment History
Current Registrations
Integrity Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.