RD
CFA
RD
CFA
Ronald Dugan
20 Years of Experience
Tulsa, OK
1 Disclosure
Ronald Dugan is a CFA-designated registered investment advisor at Ameritrust Investment Advisors INC, based in Tulsa, OK, with 20 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 116 clients with $52M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
116 clients
Average Client Portfolio
$451K average
Assets Under Management
$52.4M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25M+ | 0.35% |
Annual fees may be subject to a minimum charge of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4506 S Harvard Ave, Tulsa, OK, 74135
Get directionsHistory
Regulatory History (1)
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Financial
March 2021Pending
Employment History
Current Registrations
Ameritrust Investment Advisors INC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Hawkins Investment Counsel, LLC
November 2018 - January 2021 · 2 yrs 2 mos
State Registrations1 state
OK
Advisor
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.
Exams
No exam information available for this advisor.
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