Ronald Gulaskey
Ronald Gulaskey is a registered investment advisor at Retire Right Wealth Management, based in Mason, OH, with 25 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. Their firm serves 234 clients with $49M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
5506 Irwin Simpson Road, Mason, OH, 45040
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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 owns Five Star Insurance Solutions, LLC, selling insurance and annuity products, dedicating a few hours per week. He also owns Five Star Tax Solutions, LLC, providing tax preparation services, also dedicating a few hours per week.
Employment History
Current Registrations
Retire Right Wealth Management
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Next Financial Group, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Horace Mann Investors INCBroker
Fidelity Brokerage Services LLCBroker
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.