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
Series 66
Industry experience
21 years
Susan Van Tress is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 66 designation and has 21 years of industry experience. Van Tress has worked at LPL Financial, LLC since 2005 and has been with Leonard Rickey Investment Advisors since 2000. She is also a notary public, providing document notarization services for clients. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and consulting services, 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, Suite 100
Yakima, WA 98902
Washington
LPL Financial, llc
2005 - Present (21 years)
Leonard Rickey Investment Advisors, P.L.L.C.
2000 - Present (26 years)
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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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