Ronald Fredette
Ronald Fredette is a registered investment advisor at Elevated Capital Advisors, LLC, based in Dover, NH, with 6 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,007 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by advisor and program, with total advisory fees not exceeding 2.25% of assets under management. Administration fees range from 0.25% to 0.75%, and advisor fees range up to 1.75% depending on the portfolio type.
Fee Estimator
Location
Dover, NH
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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 ActivitiesSells Insurance
Ronald works as an insurance broker for multiple companies, including Allianz, Lincoln Herritage, and Anthem Blue Cross. He dedicates a few hours per week to about 10-20% of his time to these activities, earning commissions.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
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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