Richard
Bauchspies

The Burney Company

CRD#2242970
Investment Advisor
in Portsmouth, RI

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About this Advisor

Richard Bauchspies is a chartered financial analyst working out of Portsmouth, Rhode Island who has 30 years of relevant experience. Bauchspies is an employee of The Burney Company. They have worked at The Burney Company for their total career. Bauchspies has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Rhode Island and Texas. The Burney Company is a company headquartered in Reston, VA. It has offices in 14 locations and a total of 41 financial advisors. It controls $2 billion in assets under management across its 4,175 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 4,175 customer accounts, 46% belong to high-net-worth investors who have greater than $1 million in investable assets. The Burney Company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by The Burney Company can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Portsmouth, RI

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The Burney Company Brokerage Details

Total Assets Under Management

$2,250,234,810

RI Average: $1,835,309,194
Total Number of Employees

41

RI Average: 32
Total Number of Accounts

4,175

RI Average: 1,458
Average Account Size

$538,978

RI Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Richard Bauchspies Work History

Richard has been registered as a financial advisor for 30 years.*

1992 - Present (32 years)

The Burney Company

*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 Bauchspies 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 The Burney Company

Harriet Fountain
Reston, VA
Leslie Sinyard
Watkinsville, GA
Andrew Pratt
Reston, VA
Kyle Mcfarland
Reston, VA
Bijal Patel
Richmond, VA
Roch Monnig
Knoxville, TN
Adam Newman
Indian Land, SC

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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