Ronald Pyle
Ronald Pyle is a registered investment advisor at Harvest Investment Services, LLC, based in Oakbrook Terrace, IL, with 33 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,393 clients with $530M 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 $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.
Fee Estimator
Location
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285
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 several business activities, including being a senior advisor for Country Transformation, a writer, a speaker, and an advisor for The John Maxwell Leadership Foundation. He also owns TrustWise Consulting, Pyle Holdings LLC, Pyle Wealth Management DBA Pyle Financial Services Inc., and Pyle Financial Services, LLC, and is involved in direct insurance business during a transition period.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.