Richard
Elias
Schechter Investment Advisors, LLC
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About this Advisor
Richard Elias is a certified financial planner operating out of Birmingham, Michigan with 8 years of industry experience. Elias is currently employed by Schechter Investment Advisors, LLC. The advisor has gained experience at Schechter Investment Advisors, Indiana University, Western Michigan University, N/A, Enlighten Finance LLC, Robert Schechter And Associates and Schechter Investment Advisors, LLC. Elias has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Michigan. Schechter Investment Advisors, LLC is a registered investment company headquartered in Birmingham, MI. The investment advisory business has offices in three locations and a total of 29 employees. It administers $3 billion in assets among its 2,461 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 2,461 client accounts, 51% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Schechter Investment Advisors, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schechter Investment Advisors, LLC Brokerage Details
$2,847,054,175
29
2,461
$1,156,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Elias Work History
Richard has been registered as a financial advisor for 8 years.*
Robert Schechter And Associates
Enlighten Finance LLC
Schechter Investment Advisors, LLC
Schechter Investment Advisors
Western Michigan University
Indiana University
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Elias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schechter Investment Advisors, LLC
Birmingham, MI
Birmingham, MI
Glendale, CA
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
