Live Your Dream

Sustaining Values

Richmond Wealth Management believes there are three key tenets to managing private client assets that are of crucial importance. These are at the core of our practice:

  • Private client assets are irreplaceable
  • Every client’s situation is unique
  • A disciplined approach is essential

Client Services Principles

Richmond Wealth Management works with a diverse range of clients and specializes in serving the complex needs of busy high-net-worth individuals and their families by providing informed perspectives and tailored approaches for their needs and challenges.

Our client service model is built upon the principles we would look for in an Advisor.

Finding the clearest path to your financial freedom is our aim. And, while the financial world can be complex, we take every step to provide you with clear direction, taking into account the changes you’re going through.

Keeping you ahead of the curve and above inflation is a mission we’ve solidified over several years. Sharing that journey with you, we employ an advisory fee-based model and our compensation is directly tied to the successful growth of your portfolio.

Trust is earned. Let our deep care and insight into your unique needs help propel you and your family forward to pursue and enjoy a fulfilling life for generations to come.

Fees for advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory accounts may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, inluding fees and expenses. The minimum account size for the program is $50,000.