Ronald Mclane
Ronald Mclane is a registered investment advisor at Centaurus Financial, INC., based in San Antonio, TX, with 51 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
16845 Blanco Road, Suite #104, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
November 2013Customer Dispute
September 1988Other Business ActivitiesSells Insurance
Ronald is involved in several outside business activities, including a military charity, life insurance sales, property rentals, and managing Ron McLane Inc. He also owns Farm 2 Ranch Wealth Management to sell fixed products and securities, is a partner at Freedom One Advisor Group, and owns Gemstone Property.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
Advantage Capital CorporationBroker
Mony Securities CORP.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Advantage Capital CorporationBroker
Uslife Equity Sales CORP.Broker
Lincoln Equities CorporationBroker
Consolidated Programs, INC.Broker
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.