| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees for asset management services shall not exceed 2.30% and will be based on a fee schedule similar to the fee schedule listed above. The actual fee charged to each client is negotiable.
31-07 Farrington St., 2nd Floor, Flushing, NY, 11354
Get directionsRonald is the president of Ronald A. Bartlett & Associates, Ltd., where he sells life and health insurance, dedicating about a quarter of his time. He is also a registered investment advisor representative offering financial services, spending nearly full-time hours on investment-related activities and teaches at Brooklyn College Adult Education for minimal time.