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Ronald Lederkramer
2 Years of Experience
Los Angeles, CA
1 Disclosure
Ronald Lederkramer is a registered investment advisor at Ronald A. Lederkramer, CPA, CFP, based in Los Angeles, CA, with 2 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. Their firm serves 15 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$688K average
Assets Under Management
$10.3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Los Angeles, CA
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Regulatory History (1)
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Regulatory
July 2002Pending
Employment History
Current Registrations
Ronald A. Lederkramer, CPA, CFP
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
CA
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.