Ronald Wood
Ronald Wood is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Huntsville, AL, with 26 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B 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 | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.
Fee Estimator
Location
301 Washington Street, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Amsouth Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations18 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
More Advisors
- Benjamin Calvert, CFPSynovus Securities, INC.
- Kenneth Davis, ChFCState Farm Investment Management CORP.
- Raymond Rutland, CFPMorgan Stanley
- Andrew Witt, CFPEdward Jones
- Maura Brown, ChFC
- James Gunter, CFPSavant Wealth Management