Ronald Newton is a CFP-designated registered investment advisor at Mariner Wealth, based in Dedham, MA, with 36 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
3 Allied Dr, Suite 303, Dedham, MA, 02026
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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 Activities
Ronald owns rental property since 2016 and is the CEO/Founder of Advice Systems Inc, a financial technology software company, since 2018. He spends minimal time on these activities.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Edelman Financial Engines
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations1 state
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