Ronald Shostek is a CFA-designated registered investment advisor at Ameriserv Wealth Advisors INC, based in Johnstown, PA, with 25 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fixed income only accounts have a separate fee schedule starting at 0.60% down to 0.25%. Employees, board members, and 501(c)(3) non-profit organizations receive a 10% discount. Fees are negotiable under certain circumstances.
Fee Estimator
Location
216 Franklin Street, Johnstown, PA, 15901-1911
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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 →Employment History
Current Registrations
Ameriserv Wealth Advisors INC
Previous Registrations
Loyalhanna Capital Management, LLC
PNC Capital Advisors, 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.
Exams
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