RJ
RJ

Ronald Jaster

21 Years of Experience
New Lothrup, MI
Sells Insurance

Ronald Jaster is a registered investment advisor at Faithful Steward Wealth Management, INC., based in New Lothrup, MI, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$164K average
Assets Under Management
$11.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$100

Faithful Steward Wealth Management offers several investment platforms, each with a maximum annual fee:

  • Full Spectrum Platform – up to 1.60%
  • Mutual Focus Platform – up to 1.30%
  • Retirement Plan Navigator Management (Active) – up to 1.30%
  • Retirement Plan Navigator Management (Passive) – $50 per quarter
  • Timothy Vantage Platform – up to 0.80%
  • Alternative Investments – up to 1.00%

Fees are negotiable based on account size, total assets managed, household assets, and the types of securities held. Accounts with quarterly fees less than $100 on the Timothy Vantage Platform may be billed semi-annually.

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Location

New Lothrup, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ronald owns Faithful Steward Financial Services where he works as an independent insurance agent selling insurance products, provides tax preparation, and offers credit card processing services, dedicating a few hours per week, with increased hours during tax season. He also serves as treasurer for Maple Grove Township, spending about 10-20% of his time in this role.

Employment History
Current Registrations
Faithful Steward Wealth Management, INC.
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Creative Financial Designs, INC.
June 2008 - December 2011 · 3 yrs 6 mos
G. A. Repple & Company
October 2004 - June 2008 · 3 yrs 8 mos
State Registrations2 states
MITX
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.