Ronie Drori
Ronie Drori is a CFP-designated registered investment advisor at Modern Capital Advisors, LLC, based in Rocklin, CA, with 36 years of industry experience. Ronie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,221 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Modern Capital Advisors may waive its minimum fee or charge a lesser fee based on criteria such as historical relationship, type of assets, and anticipated future additional assets.
Fee Estimator
Location
Rocklin, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1992Employment History
Current Registrations
Modern Capital Advisors, LLC
Modern Capital Securities INC.
Modern Capital Securities INC.Broker
Previous Registrations
Modern Capital Advisors, LLC
Western Equity Group, INC.
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Laguna Securities, INC.Broker
Sunamerica Securities, INC.Broker
Laguna Securities, INC.Broker
Wealth Resource Capital CorporationBroker
United Pacific Securities, INC.Broker
State Registrations14 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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