Ronald Bucchi
Ronald Bucchi is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Bulverde, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2376 Bulverde Road, Suite 108, Bulverde, TX, 78163
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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 ActivitiesSells Insurance
Ronald owns Flores & Bucchi Financial Services, where he sells and services fixed life insurance, annuities, and LTC insurance, dedicating about 10-20% of his time. He also provides personal family budgeting and insurance policy review services, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Locust Street Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Walnut Street Securities, INC.Broker
Manequity, INC.Broker
Phoenix Equity Planning CorporationBroker
Chubb Securities CorporationBroker
State Registrations3 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.