Ronald Morse
Ronald Morse is a registered investment advisor at Spirit of America Management CORP, based in White Plains, NY, with 46 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SOA Premier Assets manages investments through a wrap fee program. You'll pay an annual bundled fee that covers investment advice, introducing brokerage services from DLA, and clearing, custody, and execution services from RBC. The fee is based on the amount of cash and securities managed.
The annual wrap fee is:
- $25,000 – $99,999: 1.67%
- $100,000 – $499,999: 1.62%
- $500,000 – $999,999: 1.52%
- $1,000,000 – $2,499,999: 1.40%
- $2,500,000 and Over: 1.25%
The wrap fee is negotiable.
Location
599 West Hartsdale Ave, White Plains, NY, 10607
Get directionsHistory
Regulatory History (1)
Regulatory
November 2023Employment History
Current Registrations
Spirit of America Management CORP
David Lerner Associates, INC.Broker
Previous Registrations
Barra Analytics Securities, INC.Broker
Liberty Patriot Securities INC.Broker
Barra Analytics SecuritiesBroker
Oppenheimer & CO., INC.Broker
Whitehill Capital, INC.Broker
Dean Witter Reynolds INC.Broker
Cs First Boston CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Burns Fry & Timmins INC.Broker
Burns Bros. and Timmins INC.Broker
Cantor, Fitzgerald & CO., INC.Broker
Salomon BrothersBroker
Kuhn Loeb & CO. IncorporatedBroker
Kuhn, Loeb & CO. InternationalBroker
State Registrations18 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.