Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management, with a maximum fee of 1.5% for IAS, 1.00% for GEM investment management services, and 0.50% for the GEM platform fee. An optional tax management overlay has a maximum fee of 0.15%. Financial planning fees range from $2,500 to $20,000, depending on the complexity of the plan. Accounts with alternative investments may incur an administrative fee. GCM may earn a fee from StoneCastle if clients participate in the CF Cash program.
Areas of Practice
Advisor Information
Office location
1747 E Morten Ave, Ste 309, Phoenix, AZ, 85020
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 involved in several outside business activities. He owns rental real estate, works as a CPA/bookkeeper/tax preparer about half his time, and is an agent for non-variable insurance products, dedicating a few hours per week.