Colton Richards is a CFP-designated registered investment advisor at Apeiron, based in Dallas, TX, with 7 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 752 clients with $730M 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 | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231
Get directionsHistory
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 →Employment History
Current Registrations
Apeiron
Previous Registrations
Sei Investments Management CORP
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.