Corundum Group is primarily compensated through advisory fees based on a percentage of assets under management. However, they also offer hourly and flat fee arrangements. The standard AUM fee is 1%, and fees are negotiable based on account size, complexity, investment products used, level of specialized services, and historical relationship. There is a minimum annual fee of $10,000. Clients terminating separately managed accounts receive a pro-rata refund of unearned fees.
1 South Nevada, Suite 200, Colorado Springs, CO, 80903
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ronald is involved in several businesses, including Bushwood Holdings, Corundum Partners, Corundum Trust Company, BTI Aviation, Corundum Holdings, Lulu Management, and Corundum Helping Hands. These roles range from Chairman to Owner and President, and collectively take up about 35% of Ronald's time, with some activities occurring outside of trading hours.