Ronald Merrill
Ronald Merrill is a registered investment advisor at Prosperity Wealth Management, INC., based in Waterville, ME, with 40 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
143 Silver St., Suite 6, Waterville, ME, 04901
Get directionsHistory
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 works as an independent insurance agent selling fixed insurance products. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Wealth Equity CorporationBroker
Raymond James Financial Services, INC.Broker
Nlbs Advisers, INC.Broker
PFS Investments INC.Broker
State Registrations11 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.