Ronald Kolash is a CFP-designated registered investment advisor at Kolash Wealth Strategies, LLC, based in Appleton, WI, with 18 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $11M 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 | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.25% |
| $2M+ | 0.00% |
Fees are negotiable.
Fee Estimator
Location
2711 N. Mason Street, Appleton, WI, 54914
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 Activities
Ronald is a Resource Director at Financial Resource Center, Inc., dedicating about a quarter of his time to CPA-related services. He also works as a professional volleyball official, spending a few hours per week on this activity.
Employment History
Current Registrations
Kolash Wealth Strategies, LLC
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
RBC Dain Rauscher INC.
State Registrations1 state
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.