Richards Merrill Wealth Management offers ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to help select a suitable portfolio. They also offer financial planning services to both prospective and existing clients, including a Personal Financial Review report covering financial goals, net worth analysis, education & retirement planning, and estate planning considerations.
Fee Structure
Richards Merrill Wealth Management offers two investment advisory programs with different fee structures. Fees are based on the value of your account and are negotiable.
IA 1: Offers more diverse investment options and quarterly contact with the advisor.
IA 2: Provides mutual fund model portfolios only, with a minimum annual contact with the advisor. Financial planning is not included in this program.