Richard Ascher is a registered investment advisor at Wealth Management Advisors, LLC, based in Livingston, NJ, with 22 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, Retirement Planning. Their firm serves 29 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMA offers investment management through third-party money managers and the SEI Managed Accounts Program.
For the SEI program, WMA charges between 0.25% and 1.00% of the account value annually, depending on the size and complexity of the account. SIMC also charges separate fees.
WMA also manages fixed income portfolios for around 0.30% annually.
Location
Livingston, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Management Advisors, LLC
Previous Registrations
Wealth Management Advisors, LLC
Wealth Management Advisors, LLC
State Registrations1 state
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