Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and comprehensive portfolio management will not exceed 1.50% annually, billed quarterly in advance. Financial planning and consulting are charged hourly (up to $1000/hour) or as a flat fee (up to $250,000). Portfolio monitoring fees will not exceed 1.00% annually, billed quarterly in advance. The subscription model fee is $49.99 per month. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
7221 Plaza Court, Lincoln, NE, 68516
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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 involved in several business activities, including managing member of The Beach House LLC (holding private securities and real estate), owner of Plan A Properties, and a non-paid consultant for Flexpenser. He also works full-time as a Registered Investment Advisor Rep for Plan A Wealth Management and sells insurance through various carriers.