Ronald Mcneese
Ronald Mcneese is a registered investment advisor at Kestra Advisory Services, LLC, based in St Simons Island, GA, 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 Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
5500 Frederica Road, Suite 1201, St Simons Island, GA, 31522
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Ronald works as a Wealth Management Advisor for Frederica Wealth Advisory and an IAR for Kestra Advisory Services, spending about half his time on each. He also owns an outside insurance business, dedicating minimal time to facilitating the planning, design, and sale of insurance products.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Temenos Advisory, INC.
Temenos Advisory, INC.
Temenos Advisory, INC.
Fairport Capital, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations12 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.