Ronald Panichelle
Ronald Panichelle is a ChFC-designated registered investment advisor at Mutual Advisors, LLC, based in Latrobe, PA, with 44 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
535 Lloyd Ave., Latrobe, PA, 15650
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Regulatory 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 the Vice President of Panichelle Financial Group, LLC, an insurance agency, where he sells property and casualty insurance. He also works as an independent insurance agent recommending fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Nationwide Securities, LLCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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