Ronald Myers
Ronald Myers is a CFP, PFS-designated registered investment advisor at Private Client Services, LLC, based in Plantation, FL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
8211 West Broward Blvd., Suite 200, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Ronald works full-time as a Registered Investment Advisor (RIA) with AssuredPartners Investment Advisors, LLC. He also dedicates minimal time to insurance sales with AssuredPartners, tax planning and preparation with Myers Tax Services LLC, and as a FINRA arbitrator.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fortune 360 Group LLC
Associated Investor Services, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Myers Financial Services, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations13 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.