Ronald Holtz
Ronald Holtz is a registered investment advisor at A.G.P / Alliance Global Partners, based in Westport, CT, with 29 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 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
88 Post Road West, 2nd Floor, Westport, CT, 06880
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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
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
Gilford Financial CORP.
Gilford Securities IncorporatedBroker
Chicago Investment Group, LLCBroker
Chicago Investment Group Advisors, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.