Ronald Shostek is a CFA-designated registered investment advisor at Ameriserv Wealth Advisors INC, based in Johnstown, PA, with 24 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 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% |
Employees/Board Members of AmeriServ Financial receive a 10% discount. Non-profit and charitable organizations may also receive a 10% discount. AWA also has a separate fee schedule for fixed income only accounts: First $3 million: 0.60%, Next $2 million: 0.45%, Next $5 million: 0.35%, Over $10 million: 0.25%
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
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