Ron Adelstein
Ron Adelstein is a registered investment advisor at Colorado Financial Service Corporation, based in Centennial, CO, with 29 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
Fee Estimator
Location
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
Get directionsHistory
Regulatory History (2)
Regulatory
April 2002Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Ron owns RGA Wealth Management Inc. and dedicates his full time during market hours to it. He also owns LSA Fitness Corp and spends about 10% of his time during market hours on Safeguard Mutual Inc., an insurance-related DBA for final expense insurance.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
The Concord Equity Group, LLCBroker
Josephthal & CO., INC.Broker
Prime Charter LTD.Broker
R.D. White & CO., INC.Broker
The J.B. Sutton Group, LLCBroker
H.J. Meyers & CO., INC.Broker
Biltmore Securities, INCBroker
Stratton Oakmont INC.Broker
State Registrations26 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.