| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
11201 N. Tatum Blvd., Sute 300, Scottsdale, AZ, 85028
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Learn about disclosures →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.