Ronald Weber
Ronald Weber is a registered investment advisor at Primerica Advisors, based in Allentown, PA, with 39 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
7310 Tilghman Street, Suite 500, Allentown, PA, 18106
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
July 2002Other Business Activities
Ronald sells investment-related products for companies affiliated with PFS Investments Inc., operating under the name Blue Mountain Financial Group. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and owns Evergreen Hideaway and Ronald P. Weber, LLC, dedicating full-time hours to the latter for Primerica business purposes.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations12 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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