Youngs John Richard (Fairfield)


Youngs John Richard is an adviser based in Fairfield. It manages $28.9 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Youngs John Richard provides financial planning services, portfolio management for individuals and small businesses, and retirement planning. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Youngs John Richard: assets under management

The assets under management (AUM) of Youngs John Richard is $28.9 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $27.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.79 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Youngs John Richard for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairfield

The principal office where Youngs John Richard performs its advisory services is located at 236 Puritan Road, Fairfield, CT 06824 The mailing address of the firm is P.O.Box 549, Southport, CT 06890. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-259-1268 or by fax 203-259-1268. The normal business hours are 0700-2300 on Other.

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