Enriched Advice
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,125,952
Total clients
5
80% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$2,625,190
About
Enriched Advice provides discretionary investment management, wealth management, and financial planning services to individual clients, including high-net-worth individuals, and reports approximately $3.4 million in discretionary assets under management. The firm operates on a fee-only basis and advises on common liquid securities such as stocks, bonds, mutual funds, ETFs, and municipal and government securities.
The firm’s investment approach is grounded in Modern Portfolio Theory and an asset-allocation framework, combining passive and active strategies and using discretionary trading to align portfolios with clients’ risk tolerance and goals. Financial planning is integrated with portfolio management and is offered both on an ongoing basis and as project-based engagements; the firm may recommend third‑party professionals without receiving referral compensation.
What is distinctive about Enriched Advice is its recent formation and small team operating a boutique AUM level while explicitly serving high-net-worth individuals — a client focus that is less common among peers in its category — and offering hourly or project-based planning alongside more typical percentage‑of‑AUM management. The firm also indicates a recent addition of an equity partner and discloses that it does not accept commissions or performance‑based fees.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning range from $1,250 to $15,000; Ongoing Financial Planning fixed fees from $950 to $10,000
$0 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
$250 per hour for Project-Based Financial Planning
Account minimum: $450,000 (may be reduced or waived by advisor) Minimum fee: $9,000 annually minimum for Wealth Management and Investment Management services (may be reduced) Fee-only: Financial planning fees: Ongoing Financial Planning initial fee $950-$10,000; recurring fees $950-$10,000 (monthly/quarterly, fixed); Project-Based Financial Planning fees $1,250-$15,000 fixed or $250/hour
Main office location
Enriched Advice
Richmond VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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