Ronald Braun
Ronald Braun is a CFP-designated registered investment advisor at Vantage Point Financial, LLC, based in Lisle, IL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 546 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Point Financial charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. If you use an independent manager for part of your portfolio, Vantage Point Financial may charge a lower fee, but the independent manager will also charge a separate fee. The total blended fee will not exceed 2.00% annually.
Location
2443 Warrenville Road, Suite 630, Lisle, IL, 60532
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Ronald is a board member of the Greater Northville UM Alumni Club, a volunteer position requiring minimal time. He also sells insurance products through various carriers, dedicating a few hours per week.
Employment History
Current Registrations
Vantage Point Financial, LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Cig Asset Management, INC.
Cig SecuritiesBroker
Householder Group, Estate & Retirement Specialists
Sagepoint Financial, INC.Broker
Bentley-Lawrence Securities, INC.Broker
Invest Financial CorporationBroker
Vestax Securities CorporationBroker
First Allied Securities, INC.Broker
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
Vestax Securities CorporationBroker
Mutual Service CorporationBroker
Korn, Womack, Stern and Associates, INC.Broker
Value Equities CorporationBroker
State Registrations2 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.