Ronald Hudspeth is a registered investment advisor at Yosemite Capital Management, based in Newport Beach, CA, with 30 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 300 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yosemite Capital Management's investment management fees are based on a percentage of the assets they manage in your account. The maximum annual fee is 2.0% for balanced/equity portfolios and 1.0% for fixed income portfolios. These fees are negotiable and may be waived for family and friends of the firm. Fees are paid quarterly in advance.
Location
5120 Birch Street, Suite 100, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Yosemite Capital Management
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Yosemite Capital Management
Syndicated Capital, INC.Broker
Sunamerica Securities, INC.Broker
Transamerica Securities Sales CorporationBroker
Fortis Investors, INC.Broker
Sunamerica Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
Great Western Financial Securities CorporationBroker
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.