Quentin Rickey
Quentin Rickey is a registered investment advisor at Leonard Rickey Investment Advisors, P.L.L.C., based in Yakima, WA, with 1 years of industry experience. Quentin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,079 clients with $820M 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 | 1.00% |
| $250K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $9.0M | 0.30% |
| $9M+ | 0.50% |
Assets of multiple clients within the same family are typically aggregated in calculating the appropriate fee rate. For certain clients, the fee may be based upon a different fee rate. Clients receiving investment management or account monitoring services will generally be charged an annual administration fee of $50 per account with $12.50 charged per quarter. In addition, new clients receiving investment management, account monitoring, or financial planning services will be charged an onboarding fee of $500, which shall be due upon the signing of the advisory agreement. These fees may be waived at the discretion of LRIA.
Fee Estimator
Location
3908 Creekside Loop, Suite 100, Yakima, WA, 98902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Leonard Rickey Investment Advisors, P.L.L.C.
State Registrations1 state
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