Ronald Bare
Ronald Bare is a CFP-designated registered investment advisor at Bare Wealth Advisors, based in Gap, PA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bare Wealth Advisors offers asset management and comprehensive portfolio management services. The annual fee for these services ranges from 0.50% to 1.50% of the assets managed, depending on factors like account size and complexity. Fees are billed quarterly in advance. Adjustments are made for deposits and withdrawals over $100,000 during the quarter. Clients using sub-advisors will also pay fees to the sub-advisor.
Location
835 Houston Run Drive, Suite 260, Gap, PA, 17527
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Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Ronald is a backup trustee and power of attorney for his aunt, and a trustee for his uncle's life insurance trust. He also serves on the board and finance team of his local church, is an advisor for a client's giving committee, and is a member of the National Christian Foundation Generosity Council. Ronald owns and manages a family farm and rental property, and works full-time as an investment advisor representative for Bare Wealth Advisors.
Employment History
Current Registrations
Bare Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Master's Advisors, INC.
Fsc Securities CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
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.