Ronald Leavitt
Ronald Leavitt is a registered investment advisor at Capstone Capital Wealth Advisors, based in Henderson, NV, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 200 clients with $410M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV, 89074-7167
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
Ronald is a shareholder of Preferred Trust Company LLC, a custodian that allows clients to own traditional and non-traditional assets in self-directed accounts. He invested in 2007 but has no involvement in the company's daily operations.
Employment History
Current Registrations
Capstone Capital Wealth Advisors
Previous Registrations
Capstone Capital Group
Capstone Capital Asset Management
Sentra Securities CORP
State Registrations1 state
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.