Ronald Schulze is a CFP-designated registered investment advisor at Ronald Ray Schulze, based in Yorktown, TX, with 9 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The quarterly Investment Advisory Service Agreement fee is 1/2% maximum (2% annually), payable in arrears, and negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
Yorktown, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ronald Ray Schulze
State Registrations1 state
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