Ronald Pond
Ronald Pond is a registered investment advisor at Confluence Investment Management LLC, based in Solana Beach, CA, with 13 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 16,135 clients with $7.3B 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 $500K | 0.60% |
| $500K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fee schedule is representative of fees for discretionary portfolio management and investment advisory services only and do not include transaction or execution costs incurred by the client. The fee schedule shown is for All Cap Value strategy. Other strategies have different fee schedules. Institutional account fees are negotiated. Direct accounts annual fees range from 0% to 1.00% of account assets.
Fee Estimator
Location
Solana Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Confluence Investment Management LLC
State Registrations1 state
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