Ronald Mills
Ronald Mills is a registered investment advisor at Planned Security Advisors LLC, based in Cottonwood Heights, UT, with 31 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, Investment Management, Retirement Planning. Their firm serves 16 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Planned Security Advisors. The client’s fee for co-advisor services with GeoWealth Management will be based on a negotiable maximum annual fee of 1.60% of assets under management.
Fee Estimator
Location
2825 Cottonwood Parkway, #517, Cottonwood Heights, UT, 84121
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
October 2003Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Ronald is the owner/agent of Planned Security Resources, an insurance business, since 1996. He spends about half of his time on this activity, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
Planned Security Advisors LLC
Previous Registrations
Lifepro Asset Management
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Workman Securities CorporationBroker
Banner Financial Services GroupBroker
Intersecurities, INC.Broker
State Registrations5 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.