Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 2.00% annually, depending on the size and complexity of the client relationship. Fees are negotiable. Financial planning and consulting services are offered on an hourly or fixed fee basis, which may be negotiable. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%.
Areas of Practice
Advisor Information
Office location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577-2524
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a partner at Seacrest Investment Management, LLC and Seacrest Wealth Management, LLC, both Registered Investment Advisors (RIAs). He also works as an agent for PKSF selling fixed insurance and annuities, dedicating about 10-20% of his time, and is a member of SeaCrest Financial Services, LLC, engaging in life insurance related activities for a minimal time.