Ronald Yee
Ronald Yee is a registered investment advisor at American Investors CO, based in San Ramon, CA, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent for life, accident, and health insurance since 1997, but is not actively selling insurance at this time. He devotes minimal time to this business.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
State Registrations19 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.