Ronald Geffen is a registered investment advisor at Elco Management Company, LLC, based in New York, NY, with 41 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELCO Management Company charges a percentage of the value of your investments on a quarterly basis.
- ELCO Select Fund, L.P. and SMAs: 1.50% per year
- Non-Financial SMAs (NFSMAs): 0.20% - 1.60% per year
For accounts under $100,000, EMC charges a fixed annual fee between $50 and $500, but it will never exceed 3.00% of the account value. These fees are negotiable.
Location
369 Lexington Avenue, 3rd Floor, New York, NY, 10017
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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 →Employment History
Current Registrations
Elco Management Company, LLC
Previous Registrations
Rmb Capital Management
Revere Securities LLCBroker
Burnham Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations7 states
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.