Richard Macciola
Richard Macciola is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Manalapan, NJ, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Creek Wealth Management (ACWM) manages investment portfolios for a fee based on the total value of your investments. The fee ranges from 0.25% to 1.00% annually. These fees are negotiable. ACWM may also recommend third-party asset managers, resulting in a total fee ranging from 0.55% to 2.25% annually, which includes ACWM's fee and the third-party manager's fee. These fees are also negotiable.
Location
Manalapan, NJ
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Regulatory History (1)
Employment Separation After Allegations
July 2013Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
Previous Registrations
Aspen Creek Wealth Management, LLC
Primerica Advisors
PFS Investments INC.Broker
T3 Trading Group, LLCBroker
Primerica Advisors
PFS Investments INC.Broker
Wells Fargo Advisors, LLCBroker
Cohen Capital Group, LLCBroker
Aegis Specialist, LLCBroker
Aim Securities CO.Broker
Aim Securities CO.Broker
State Registrations1 state
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.