Richard Harrison
Richard Harrison is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Westminster, CO, with 16 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2761 W 120th Ave Ste 200, Westminster, CO, 80234-2980
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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 employee at Townsend and Associates, providing fee-based financial advice. He also serves as trustee for The Harrison Family Irrevocable Trust, primarily sending out Crummey letters annually and not currently making investment decisions.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.