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Richardson Capital Management, Llc
Menomonee Falls, Wisconsin
Richardson Capital Management, LLC, a local investment advisory firm based out of Menomonee Falls, WI, boasts a strong presence in the financial industry. With over 80 individual clients and an impressive $402,984,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs.
While Richardson Capital Management primarily focuses on managing discretionary assets, which constitute a substantial 80% of their portfolio, they also possess the expertise to handle employer funds. High net worth individuals comprise the majority of their client base, demonstrating the firm's abil...see more
Assets Under Mgmt
$402.98M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE
Reviews for Richardson Capital Management, Llc
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