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Ronald Fox

19 Years of Experience
Northfield, IL

Ronald Fox is a registered investment advisor at Certitude Advisors, LLC, based in Northfield, IL, with 19 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, Retirement Planning, Tax Planning. Their firm serves 93 clients with $86M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$924K average
Assets Under Management
$86.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Northfield Plaza, Suite 300, Northfield, IL, 60093

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ronald works as a registered investment advisor and SR VP at Kenilworth Asset Management. This role takes nearly full-time hours.

Employment History
Current Registrations
Certitude Advisors, LLC
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Kenilworth Asset Management, LLC
December 2010 - November 2014 · 3 yrs 11 mos
Robert W. Baird & CO. Incorporated
January 2007 - December 2010 · 3 yrs 11 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.