Ronald Mentzer
Ronald Mentzer is a registered investment advisor at Missionsquare Wealth Management, based in Richmond, VA, with 30 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Richmond, VA
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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 volunteers on the Supervisory Committee for The United Methodist Credit Union, starting in 2018. He dedicates minimal time to this non-investment related activity, providing oversight and directing staff in verifying regulatory requirements.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Washington Securities CorporationBroker
Fulcrum Securities, INC.Broker
Bi Investments, LLCBroker
Metlife Investors Distribution CompanyBroker
Bisys Brokerage Services, INC.Broker
Security First Financial, INC.Broker
Marketing One Securities, INC.Broker
Pruco Securities CorporationBroker
Sherwood Capital, INC.Broker
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.