AR
AR

Andrew Douglas Richardson

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418

Get directions

History

Regulatory History
Clean regulatory record

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
Cliftonlarsonallen Wealth Advisors, LLCBroker
April 2025 - Present · 10 mos
Cliftonlarsonallen Wealth Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2022 - March 2025 · 2 yrs 5 mos
J.P. Morgan Securities LLC
October 2022 - March 2025 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2022 - August 2022 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - August 2022 · 10 mos
J.P. Morgan Securities LLCBroker
May 2021 - August 2021 · 3 mos
TD Ameritrade, INC.Broker
January 2021 - April 2021 · 3 mos
State Registrations7 states
AZCACOFLGANMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Douglas Richardson - Financial Advisor | TrueAdvisor