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Ronald Mccoy

Freedom Capital Advisors INC
34 Years of Experience
Clermont, FL
1 Disclosure
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Ronald Mccoy is a registered investment advisor at Freedom Capital Advisors INC, based in Clermont, FL, with 34 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 137 clients with $45M in assets under management.

Freedom Capital Advisors INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
137 clients
Average Client Portfolio
$328K average
Assets Under Management
$45.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending on client needs and complexity of the situation. Lower fees for comparable services may be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Clermont, FL

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History

Regulatory History (1)
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Regulatory
December 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Freedom Capital Advisors INC
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Brokersxpress LLC
April 2009 - June 2012 · 3 yrs 2 mos
Brokersxpress LLCBroker
March 2009 - June 2012 · 3 yrs 3 mos
Gunnallen Financial, INC
October 2006 - April 2009 · 2 yrs 6 mos
Gunnallen Financial, INCBroker
April 2002 - April 2009 · 7 yrs
First Montauk Securities CORP.Broker
May 1997 - April 2002 · 4 yrs 11 mos
Allegiance Securities CorporationBroker
June 1992 - July 1992 · 1 mo
Chelsea Street Securities, INC.Broker
October 1991 - November 1991 · 1 mo
Biltmore Securities, INCBroker
October 1990 - November 1991 · 1 yr 1 mo
The Stuart-James Company, IncorporatedBroker
January 1987 - October 1990 · 3 yrs 9 mos
State Registrations6 states
CAFLGALATXVA
Advisor

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
No exam information available for this advisor.
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