Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees are negotiable based on the client's financial situation, assets under management, and complexity of services.
Fee Estimator
The firm charges a fixed fee of $1,000 for investment and financial consulting services. For asset management services, fees will not exceed 2.30% and are based on a negotiable fee schedule. The fee schedule is 2.00% on assets under $500,000, 1.73% on assets between $500,001 and $5,000,000, and 1.23% on assets over $5,000,001. The exact fee is agreed upon and listed in the asset management agreement. A minimum investment amount of $50,000 is required.
Areas of Practice
Advisor Information
Office location
31-07 Farrington St., 2nd Floor, Flushing, NY, 11354
Get directionsRegulatory History (1)
Regulatory
May 1999Other Business ActivitiesSells Insurance
Ronald is the president of Ronald A. Bartlett & Associates, Ltd., where he sells life and health insurance, dedicating about a quarter of his time. He is also a registered investment advisor representative offering financial services, spending nearly full-time hours on investment-related activities and teaches at Brooklyn College Adult Education for minimal time.