Advisor at Leonard Rickey Investment Advisors, P.L.L.C.
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Firm
Leonard Rickey Investment Advisors, P.L.L.C.
Location
Yakima, WA 98902
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Benjamin Rickey is a CFP® with 28 years of industry experience and has been with Leonard Rickey Investment Advisors, P.L.L.C. since 2001. Prior to that, he worked at LPL Financial, LLC for 17 years. Outside of investment advising, he owns Pathway Tax Group, which provides tax preparation and advisory services. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Based on Leonard Rickey Investment Advisors, P.L.L.C.
Financial planning fixed fees from $250 to $2,000; Onboarding fee of $500 (may be waived); Administration fee $50 annually
$0 - $249,999: 1.00% $250,000 - $999,999: 0.85% $1,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $8,999,999: 0.30% $8,999,999+: 0.50%
Financial planning hourly fees from $50 to $300
Minimum fee: Minimum annual fee of $1,200, may be waived at firm's discretion Fee-only: Financial planning fees: $250 to $2,000 fixed fee or $50 to $300 hourly; Account monitoring fees: $100 to $500 per month; Administration fee: $50 annually ($12.50 per quarter); Onboarding fee: $500 (may be waived)
3908 Creekside Loop, Ste 100
Yakima, WA 98902
Texas · Washington
Leonard Rickey Investment Advisors, P.L.L.C.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yakima, WA
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Series 63, Series 65
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Series 65
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Surience Private Wealth LLC
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