| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
20251 Century Blvd., Ste. 425, Germantown, MD, 20874
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Learn about disclosures →Richard provides tax planning services through Legacy Capital Planners, LLC, dedicating minimal time outside of tax season. He also works as an IAR for Brookstone Capital Management, spending about a quarter of his time servicing clients, and is dually registered with Milestone Asset Management. Additionally, Richard is a board member of Prepare Institute and involved with JMT Properties II, a real estate investment LLC.