Ronald Stein
Ronald Stein is a CFP-designated registered investment advisor at Good Harvest Financial Group, INC., based in Huntington, NY, with 13 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
A discounted fee schedule may be available for portfolio amounts over $1,000,000. Advisory fees are negotiable.
Fee Estimator
Location
Huntington, NY
Get directionsHistory
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 ActivitiesSells Insurance
Ronald is a licensed life insurance agent in NY State, operating under Ronald Stein and Stein Financial Services. He spends minimal time on insurance needs analysis, obtaining quotes, and servicing, primarily for existing clients and those of his deceased father.
Employment History
Current Registrations
Good Harvest Financial Group, INC.
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.
Exams
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