Richard Young Associates' Preferred Investment Brokers Revealed

Richard Young Associates is an investment advisory and financial planning firm located in Augusta, Georgia. The company was founded in 1974 and currently manages over $700 million for clients across the nation. Richard Young Associates provides ongoing advice and investment opportunities tailored to their clients' specific needs. The firm is fee-only and acts as a fiduciary, meaning they only benefit when their clients do better. Richard Young Associates offers financial planning services, portfolio management for individuals and small businesses, and educational seminars. While the firm is not a registered broker-dealer, it does oversee millions in assets under management and provides investment advisory services.

Richard Young Associates is not a broker-dealer

Richard Young Associates is an independent investment advisory and financial planning firm located in Augusta, Georgia. It is not a broker-dealer. The company was founded in 1974 and initially focused on financial planning before expanding its services to include fee-based asset management.

Richard Young Associates manages over $700 million for clients across the nation, with a fee-only structure. This means that, unlike some other firms, they do not receive commissions from their clients' investments. Instead, their interests are aligned with those of their clients, as they only benefit when their clients do better.

The firm provides ongoing advice and guidance to its clients, helping them to make the best decisions to utilise and grow their wealth. Their investing strategy is structured based on Nobel Prize-winning research, letting data guide their methodology and planning for long-term success.

Richard Young Associates offers a range of financial planning services, including retirement planning, and well-diversified portfolios designed to lower risk while capturing asset class rates of return. Their portfolios are focused on asset classes that academic research has shown to produce higher returns and are re-balanced over time to maintain their allocations.

The company's fee structure is asset-based, with fees typically ranging from 0.50%-2.00% of assets under management annually. Richard Young Associates does not offer financial planning services to any of its customers; instead, it sells products or offers services aside from investment advisory services.

The firm is a pioneer in fee-based asset management

Richard Young Associates is an independent investment advisory and financial planning firm located in Augusta, Georgia. The firm was founded in 1974 and initially focused on financial planning. However, it soon expanded its services and became a pioneer in providing fee-based asset management.

As a pioneer in fee-based asset management, Richard Young Associates was one of the first firms to recognise the benefits of charging clients based on a percentage of their assets under management. This fee structure aligns the interests of the firm with those of its clients, as the advisors only do well when their clients do well. This model also allows Richard Young Associates to offer unbiased advice, as they do not receive commissions from product sales or referrals.

The firm structures its investing strategies based on Nobel Prize-winning research, utilising long-term data to guide its methodology and planning. This evidence-based approach helps to ensure that the firm's investing strategies are grounded in rigorous academic research, rather than attempting to predict market winners.

Richard Young Associates offers a range of financial services, including financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm caters to a diverse range of clients, including retail investors and high-net-worth individuals.

With over $700 million to $900 million in assets under management, Richard Young Associates has a strong track record of helping clients make smart choices with their money and achieve their financial goals. The firm's fee-based structure and commitment to evidence-based investing have contributed to its success and reputation as a pioneer in the industry.

Richard Young Associates is a fee-only firm

Richard Young Associates is an independent investment advisory and financial planning firm located in Augusta, Georgia. The firm was founded in 1974 and has been helping families manage their wealth and make smart financial decisions for decades. They currently manage over $700 million to $900 million for clients across the nation.

The firm offers a range of financial planning services, including retirement planning, investment management, and business planning. Their investment approach is based on Nobel Prize-winning research, focusing on long-term success rather than trying to predict market winners. They structure their investing strategies to lower risk while capturing asset class rates of return. Richard Young Associates also provides ongoing advice and guidance to their clients, helping them understand the reasons behind the advice they give and empowering them to make the best decisions for their financial future.

Richard Young Associates is a fiduciary, which means they are legally required to act in their clients' best interests at all times. This alignment of interests helps build trust and ensures that the firm's recommendations are made with the sole purpose of benefiting their clients.

The company has been in business since 1974

Richard Young Associates has been in business since 1974. The company is an independent investment advisory and financial planning firm located in Augusta, Georgia. Richard Young Associates initially focused on exceptional financial planning but soon expanded its services and became a pioneer in providing fee-based asset management. The company is not a registered broker-dealer.

Since its founding, Richard Young Associates has established itself as a trusted and experienced firm in the financial industry. The company has a strong focus on financial planning and asset management, catering to both retail investors and high-net-worth individuals. With a team of financial advisors, Richard Young Associates provides investment guidance and helps clients make smart choices with their money to achieve their financial goals.

The company's investment approach is guided by Nobel Prize-winning research, prioritizing long-term success over short-term market predictions. This disciplined approach has helped Richard Young Associates manage significant assets for clients across the nation, with assets under management (AUM) of over $700 million to $900 million. The firm's well-diversified portfolios are designed to lower risk while capturing asset class rates of return.

Richard Young Associates is dedicated to transparency and alignment with its clients' interests. As a fee-only firm, they do not receive commissions from their clients' investments, ensuring that their advice is unbiased and in the best interests of their clients. The company's advisors work collectively, leveraging the team's wisdom to provide comprehensive advice that empowers clients to make well-informed decisions.

With a rich history, a client-centric approach, and a commitment to data-driven investing, Richard Young Associates has built a solid reputation in the financial industry over the years. The company's longevity and continued success are a testament to their ability to adapt and deliver valuable investment advisory services.

It is dedicated to helping clients make smart money choices

Richard Young Associates is an independent investment advisory and financial planning firm located in Augusta, Georgia. The company has been helping families since 1974 and is dedicated to helping its clients make smart money choices.

Richard Young Associates manages over $700 million for clients across the nation. The firm initially focused on exceptional financial planning but soon expanded its services and became a pioneer in providing fee-based asset management. It offers all types of financial planning, including retirement planning. The company's well-diversified portfolios are designed to lower risk while capturing asset class rates of return. Their portfolios are focused on asset classes that academic research has shown to produce higher returns, and they are re-balanced over time to maintain their allocations.

Richard Young Associates is a fee-only firm, meaning they get no commissions from their clients' investments. Their interests are aligned with their clients', as they only do well when their clients do well. The firm's advisors work collectively, allowing clients to benefit from a whole host of professional experiences.

The company provides ongoing advice and guidance to its clients, helping them invest in a manner that is tailored to their specific needs. Richard Young Associates helps clients make the best decisions to utilize and grow their wealth, enabling them to live the lives they want for their families. The firm structures its investing methodology based on Nobel Prize-winning research, letting the data guide their planning for long-term success.

Richard Young Associates is committed to helping clients truly understand the reasons behind the advice they give, empowering them to make the best decisions going forward.

Frequently asked questions