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Leonard Rickey Investment Advisors, P.l.l.c.
SEC-regulated
Registered investment advisor
Leonard Rickey Investment Advisors, P.L.L.C. is an SEC registered investment adviser that has been in business since July 27, 1992. The firm provides financial planning, consulting, and investment management services. The principal owners are Benjamin Rickey and Joy Stenehjem. As of December 31, 2024, the firm has $823,758,596 in assets under management, with $808,068,093 managed on a discretionary basis. LRIA tailors its advisory services to individual client needs, consulting with clients to determine risk tolerance, time horizon, and other factors impacting investment needs.
For financial planning services, LRIA charges fixed or hourly fees ranging from $250 to $2,000 or $50 to $300, respectively. Investment management services are provided for an annual fee based on a percentage of assets
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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