Ronald Dokus
Ronald Dokus is a CFP-designated registered investment advisor at Collaborative Wealth Advisors, LLC, based in Westford, MA, with 35 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 142 clients with $76M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Minimum annual fee is $500 with a minimum account value of $200,000. Alternatively, the firm may charge an annual fixed fee, ranging from $1,500 to $15,000 payable quarterly.
Fee Estimator
Location
319 Littleton Rd, Suite 204, Westford, MA, 01886
Get directionsHistory
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 involved in three outside business activities: tax preparation, ownership of Dokus Financial Partners LLC, and working as an independent licensed insurance agent. He spends about a quarter of his time on Dokus Financial Partners LLC and a few hours per week on tax preparation, while his time commitment to insurance sales is not specified.
Employment History
Current Registrations
Collaborative Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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