Richard Eddy is a CFP-designated registered investment advisor at Lake Park Advisors, based in Johnson City, TN, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 86 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4718 Lake Park Drive, Suite 1, Johnson City, TN, 37615
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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 partner at Eddy, CPA, an accounting and tax preparation business, dedicating about half of his time. He is also a member of the Finance Committee at First United Methodist Church, spending minimal time on this activity.
Employment History
Current Registrations
Lake Park Advisors
State Registrations1 state
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