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Credentials
None foundExperience Industry experience
10 years
Location
Remote
Richardson Wealth (USA) Limited
Team
Total advisors
11Clients per advisor
24 Very LowAvg AUM per client
$811,620 TypicalHNW client ratio
17% LowChristopher Housepian is a financial advisor with Richardson Wealth (USA) Limited, holding 10 years of industry experience. He has been with Richardson GMP Limited since 2013, where he serves as Vice President and Associate Portfolio Manager. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, using both fundamental and technical analysis along with strategic and tactical asset allocation to tailor portfolios to client objectives and risk tolerance. The firm serves a wide range of investors through managed account programs and acts as an ERISA/IRC fiduciary for retirement plan rollovers.
Based on Richardson Wealth (USA) Limited
Based on Richardson Wealth (USA) Limited
0.25% to 2.75% annually (varies depending on market value and type of investment management services)
Account minimum: $100,000 (may be waived at RW (USA) discretion) Fee-only: Investment management fees based on percentage of assets under management; excludes commissions and transaction fees.
Texas
10 years of industry experience
Richardson GMP Limited
2013 - Present • 13 years
Kitchener, Ontario
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Is active or affiliated with:
Broker-dealer / trader
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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