Ronald Jones
Ronald Jones is a registered investment advisor at Elm Capital Management LLC, based in Pittsburgh, PA, with 30 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 564 clients with $130M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts greater than $1,000,000.
Fee Estimator
Location
309 Smithfield Street, Sixth Floor, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History (1)
Regulatory
March 2022Other Business Activities
Ronald owns and manages multiple law firms specializing in estate and tax planning, as well as ELM Capital Management, a registered investment advisory firm. He also has ownership interests in real estate holding companies and teaches as an adjunct professor at Penn State University.
Employment History
Current Registrations
Elm Capital Management LLC
Elder Law Management, Elder Law Planning Services
State Registrations3 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.