Ronald Besonen
Ronald Besonen is a registered investment advisor at Cohesion Wealth Management, LLC, based in Rosemount, MN, with 19 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 395 clients with $170M 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 | 1.75% |
Maximum annual advisory fee is 1.75%. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain circumstances. For clients utilizing third-party money managers, the combined maximum annual fee is 2.50%.
Fee Estimator
Location
Rosemount, MN
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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 is an insurance producer since 2009, selling fixed, life, disability, long-term care, and annuity insurance products. This takes about a quarter of his time.
Employment History
Current Registrations
Cohesion Wealth Management, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Centaurus Financial, INC.Broker
Mcl Financial Group, INC.Broker
Mcl Financial Group, INC.
Epiqwest Investment Corporation
Epiqwest Financial Coporation
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.
Exams
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