Assets Under Management
$514.5M
Number of Clients
359
Number of Advisors
8
Average Client AUM
$1.4M
AUM per Advisor
$64.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Richards Merrill Wealth Management provides ongoing portfolio management based on client goals and risk tolerance. They create investment policy statements and offer financial planning services to both prospective and existing clients. They limit money management to mutual funds, equities, bonds, ETFs, REITs, and government securities.
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201-0645