Ronald Roberts
Ronald Roberts is a registered investment advisor at Wealthcare Asset Management, LLC, based in Springfield, MO, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 502 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthCare Asset Management's annual fee for managing your investments will not exceed 3.00%. This fee is calculated based on the value of your account and billed quarterly in advance. Fees are negotiable. If a sub-advisor is used, you may pay additional fees not to exceed 0.85% annually.
Location
2847 S. Ingram Mill Road, Suite B102, Springfield, MO, 65804
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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 works as an insurance agent at Roberts Retirement Group, providing insurance sales and services since 1990. This is a full-time commitment, with a significant portion of his time spent during securities trading hours.
Employment History
Current Registrations
Wealthcare Asset Management, LLC
State Registrations1 state
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.