Richard Flanders
Richard Flanders is a CFP-designated registered investment advisor at Efficient Advisors, based in Greensboro, NC, with 46 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9,579 clients with $2.8B 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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Location
Greensboro, NC
Get directionsHistory
Regulatory History (1)
Regulatory
October 2005Other Business ActivitiesSells Insurance
Richard is a licensed real estate broker since 1984, spending minimal time listing and selling houses. He is also licensed in life, accident & health, variable life and annuity, and Medicare/long term care insurance, conducting these activities through Strategic Planning Corporation employment since 1986. Additionally, Richard works as an Investment Advisor Representative/Solicitor for Matson Money and Sowell Management, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Efficient Advisors
Matson Money, INC.
Strategic Planning Corporation
Previous Registrations
Sowell Management
Capital Investment Group, INC.Broker
Southern Financial Consultants, INC.Broker
Source Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Sentra Securities CorporationBroker
Integrated Resources Equity CorporationBroker
Mony Sales, INC.Broker
The Mutual Life Insurance Company of New YorkBroker
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.