Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Advisor Information
Office location
10 Talcott Notch Road, 2nd Floor, Farmington, CT, 06032
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a co-owner/member of PASI, LLC, a third-party administration company advising on retirement plans, since 2007. He dedicates about 10-20% of his time to owning and operating the business.