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Richard Trittschuh

Advisor at CliftonLarsonAllen Wealth Advisors, LLC

Updated today

Location

Oak Brook, IL 60523

Credentials

Series 63, Series 65

Industry experience

24 years

About

Richard Trittschuh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of the parent public accounting and consulting firm, CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of services such as portfolio management, financial and estate planning, and business succession advisory, utilizing strategic asset allocation with both active and passive investment vehicles.

Client services

Based on CliftonLarsonAllen Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on CliftonLarsonAllen Wealth Advisors, LLC

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.)

Occupation focus

Based on CliftonLarsonAllen Wealth Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for business succession planning services (plus direct costs) and financial planning services; examples: $500 - $3,000 (basic plan), $3,000 - $5,000 (executive/small business owner), $5,000 - $10,000+ (complex estate planning).

Percentage

$0 - $2,000,000: 1.10% annually (Core clients) $0 - $2,000,000: 1.10% annually (Non-Core clients, first tier) $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually

Commissions

Commission compensation earned through broker-dealer activities and insurance product sales.

Project-based

Financial planning hourly charge fees may apply in addition to or separate from advisory fees; specific rates not stated.

Other

Minimum fee: Minimum fees may be charged for certain investment advisory services; client notified at engagement start; fees negotiated individually. Fee-only: Fixed fees for financial and estate planning services range from $500 to $10,000+ depending on complexity.

Location

2021 Spring Road, Suite 200

Oak Brook, IL 60523

Most active in

California · Florida · Illinois · Indiana · Maryland · Texas

Work history

CliftonLarsonAllen LLP

2016 - Present (10 years)

CliftonLarsonAllen Wealth Advisors, LLC

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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