Ronald Perkins
Ronald Perkins is a registered investment advisor at Ronald L Perkins DBA Perkins Financial, based in Madison, WI, with 56 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perkins Financial uses Voyager Capital Management (VCM) to manage investments. The annual fee ranges from 1.00% to 1.10% of the value of your investments. Fees are lower for larger accounts. Perkins Financial receives a portion of the fees, between 0.60% and 0.75%. There is a $500 minimum annual fee. Fees are negotiable and may vary from client to client.
Location
2514 Homestead Road, Madison, WI, 53711
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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 sells life insurance, health insurance, legal expense insurance, fixed annuities, and voluntary employee benefits through various insurance companies. He also dedicates minimal time to managerial duties at Perkins Benefit Solutions, LLC and serves as President of the Immanuel Lutheran Church Endowment Foundation, Inc.
Employment History
Current Registrations
Ronald L Perkins DBA Perkins Financial
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Connecticut Mutual Financial Services, 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.