Ronald Giunta
Ronald Giunta is a CFP-designated registered investment advisor at Flagship Private Wealth, based in Woburn, MA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 601 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Portfolio management fees may vary depending on complexity.
Fee Estimator
Location
400 Trade Center - Suite 4990, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Criminal
July 1987Other Business ActivitiesSells Insurance
Ronald provides investment advisory services through Flagship Private Wealth, LLC, spending about three-quarters of his time on this activity. He also engages in non-variable insurance activities through Flagship Private Wealth, dedicating minimal time to it.
Employment History
Current Registrations
Flagship Private Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.