Rebecca Richardson is a CFP-designated registered investment advisor at Atlas Investment Advisors, based in Alpharetta, GA, with 5 years of industry experience. Rebecca 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, High Net Worth, and 5 more. Their firm serves 116 clients with $180M 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable. Legacy clients and former clients of Berger Wealth Management may have different fee arrangements, including fixed fees in some cases.
Fee Estimator
Contact
Rebecca Richardson
Location
11720 Amber Park Dr #160, Alpharetta, GA, 30009
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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
Rebecca works as a tax preparer, starting in 2021. She dedicates minimal time to this activity, primarily during tax season.
Employment History
Current Registrations
Atlas Investment Advisors
Previous Registrations
Advisory Services Network
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.
Exams