Ronald Alberts is a CFA-designated registered investment advisor at Johnson Wealth INC., based in Milwaukee, WI, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,412 clients with $10B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.
Fee Estimator
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
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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 Activities
Ronald provides conference-planning services for the annual Municipal Bond Buyers Conference, including contract negotiation, topic selection, speaker selection, and fee collection. This requires minimal time.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
Alberts Investment Management INC.
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.
Exams
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