John Richter is a registered investment advisor at Your Retirement Coach, based in Marietta, GA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 608 clients with $380M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
608 clients
Average Client Portfolio
$620K average
Assets Under Management
$377.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
61 Atlanta Street Se, Marietta, GA, 30060
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2023Employment History
Current Registrations
Your Retirement Coach
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2022 - August 2023 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
January 2022 - August 2023 · 1 yr 7 mos
TD Ameritrade Investment Management, LLC
April 2015 - August 2023 · 8 yrs 4 mos
TD Ameritrade, INC.
April 2015 - October 2022 · 7 yrs 6 mos
TD Ameritrade, INC.Broker
March 2015 - August 2023 · 8 yrs 5 mos
Morgan Keegan & Company, INC.
March 2007 - October 2009 · 2 yrs 7 mos
Morgan Keegan & Company, INC.Broker
February 2007 - October 2009 · 2 yrs 8 mos
Amsouth Investment Management Company LLC
January 2006 - February 2007 · 1 yr 1 mo
Amsouth Investment Services, INC.Broker
December 2005 - February 2007 · 1 yr 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - December 2005 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - December 2005 · 4 yrs 11 mos
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.