Richard Teitelbaum
Richard Teitelbaum is a registered investment advisor at Amerity Wealth Management, LLC, based in Tampa, FL, with 14 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 659 clients with $280M 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 $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable. The schedule includes a 0.10% platform fee. Fees for the Foundations Investment Advisors platform are slightly higher. Fees for Third-Party Asset Managed Platforms are higher still. Fees for Pontera Solution Platform are lower.
Fee Estimator
Location
1810 W. Kennedy Boulevard, Suite 105, Tampa, FL, 33606
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is an independent insurance agent operating from the same location as his advisory business.
Employment History
Current Registrations
Amerity Wealth Management, LLC
Previous Registrations
Blacktower Financial Management (US) LLC
Apollon Wealth Management, LLC
Northwestern Mutual Investment Services, LLCBroker
Nt Securities LLCBroker
State Registrations2 states
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.