Richwood Investment Advisors, LLC

Richwood Investment Advisors, LLC is a registered investment adviser based in Cincinnati, Ohio, providing services since 2010. The firm offers tailored investment management services, including unsupervised assets and customized investment management. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Richwood considers various client-specific factors like risk tolerance, investment timeframe, and financial goals. The firm also offers advisory services to retirement plans and participants, financial planning, and advice on various investment types. Richwood charges fees based on a percentage of assets under management, with rates ranging from 1.00% to 0.40%. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker. Richwood does not accept performance-based fees, has no disciplinary history, and does not engage in soft dollar arrangements. Clients receive account statements from the custodian and can request advice on corporate actions and proxy voting. The firm prioritizes client privacy and has policies in place to safeguard personal information. In case of trade errors, Richwood aims to rectify the situation promptly. The firm does not handle class action lawsuits on behalf of clients.