Ronald Yoviene
Ronald Yoviene is a registered investment advisor at Commonwealth Financial Network, based in Hamburg, NY, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
12 Norwood Avenue, Hamburg, NY, 14075
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Ronald sells fixed insurance, dedicating about 10% of his time to this activity. He also owns Black Diamond Custom Wealth Management, Inc. and Black Diamond Custom Medicare Solutions, LLC, spending minimal time on these ventures.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations17 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.