Richard Franz is a registered investment advisor at Sagace Wealth Management, based in St. Petersburg, FL, with 5 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 80 clients with $160M 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 | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees negotiable for amounts over $25,000,001.
Fee Estimator
Location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the President of RBF III CPA, LLC, dedicating minimal time per week, and a manager at SBF, LLC, a full-service CPA firm, working full-time. He also holds membership positions in several LLCs, including a passive partnership in Bayview Insurance Solutions, LLC, an insurance brokerage business.
Employment History
Current Registrations
Sagace Wealth Management
State Registrations1 state
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