Ronald Gelok & Associates, LLC
Assets Under Management
$66.2M
Number of Clients
135
Number of Advisors
3
Average Client AUM
$490K
AUM per Advisor
$22.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ronald Gelok & Associates LLC (RGA) offers customized wealth management solutions addressing financial and investment needs. Services include financial planning, consulting, and investment management through sub-advisory platforms and wrap programs. RGA tailors services to individual client needs, considering risk tolerance and time horizon.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
RGA may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
RGA charges fees for financial planning and investment management. Financial planning fees range from $500 to $50,000 on a fixed fee basis and $2,500 to $6,000 per month on a monthly basis. Investment management fees vary between 0.50% and 1.50% annually based on assets under management. RGA may charge an annual fixed fee ranging from $500 to $50,000. A minimum portfolio size of $10,000 is generally required.
Areas of Practice
Location
999 Vanderbilt Beach Road, Suite 200, Naples, FL, 34108