Young Richard C & Co Ltd, based out of Newport, RI, is a reputable investment advisory firm with a strong focus on providing personalized financial services to their clients. With a total of 14 dedicated employees, 8 of whom specialize in investment advisory services, they offer a high level of expertise and attention to detail.
The firm boasts an impressive average of approximately $42,850,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios effectively. Young Richard C & Co Ltd's compensation structure is flexible, incorporating various types of fees, such as a perc...
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Assets Under Mgmt
$1.36B
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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