Richard Davey is a CFP-designated registered investment advisor at Fiduciary Financial Group, LLC, based in San Rafael, CA, 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 Business Owners, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. US Treasury only accounts are billed at 0.30% if total assets are $1,000,000 or greater and 0.50% of total assets are less than $1,000,000.
Fee Estimator
Location
1101 Fifth Avenue, Suite 305, San Rafael, CA, 94901
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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 Activities
Richard is a partner in Marriage Money Bootcamp, an online personal finance course for couples, dedicating minimal time. He is also a real estate agent, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Fiduciary Financial Group, LLC
Previous Registrations
Marin Wealth Advisors LLC
Waddell & Reed
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.