Ronald Blau is a registered investment advisor at Capital Synergy Partners, based in Scottsdale, AZ, with 27 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M 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 $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
11201 N. Tatum Blvd., Sute 300, Scottsdale, AZ, 85028
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a sole proprietor insurance agent for several companies, selling life, disability, and health insurance, dedicating about 10-20% of his time. He is also a board member of the Jewish Free Loan Association of Greater Phoenix, a charity, spending a few hours per week.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Financial West Group
Financial West GroupBroker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Signator Investors, INC.Broker
State Registrations3 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.