Jeffrey Richter
Jeffrey Richter is a registered investment advisor at Ares Financial Consulting LLC, based in Calabasas, CA, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 289 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ares Financial Consulting typically does not offer investment management as a standalone service, believing it's tied to a client's financial plan. However, under special circumstances, investment-only services are available through two options:
- Betterment Platform: AresFC receives 0.30% of the client's account value, deducted quarterly. Clients also pay Betterment's wrap fee, ranging from 0.12% to 0.20% annually, charged quarterly.
- American Funds Platform: AresFC receives 0.25% of the account's assets, paid quarterly. An additional $250 is added to the ongoing annual fee for the first quarter only for new clients.
Location
4500 Park Granada, Suite 202, Calabasas, CA, 91302
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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
Jeffrey is an insurance broker providing life, disability, long-term care, and health insurance since 2009. He is also the Chief Operating Officer and 25% owner of Altirr Inc., an application for alternative investment analysis, dedicating a few hours per week, and a partner, CCO, and managing member with 49% ownership of Pacific Coast Fiduciary, LLC, an RIA, dedicating minimal time.
Employment History
Current Registrations
Ares Financial Consulting LLC
Previous Registrations
Pacific Coast Fiduciary LLC
National Asset Management, INC.
National Securities CorporationBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
PFS Investments INC.Broker
State Registrations3 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.