Ronald A. Bartlett & Associates, Ltd
Assets Under Management
$14.1M
Number of Clients
137
Number of Advisors
2
Average Client AUM
$103K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ronald A. Bartlett & Associates, LTD. offers personalized investment advisory services through asset management. They specialize in retirement planning, analyzing potential retirement income, and providing advice on variable life insurance and equity index annuities. The firm also refers clients to third-party investment advisers.
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
Location
31-07 Farrington St., 2nd Floor, Flushing, NY, 11354