Ronnie Marceaux
Ronnie Marceaux is a registered investment advisor at Spirepoint Private Client, LLC, based in Palm Beach Gardens, FL, with 26 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 799 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SpirePoint's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can be a fixed percentage, a fixed dollar amount, or a tiered schedule. The annual fee ranges up to 1.5%. Fees are assessed monthly, in advance, based on the value of your account at the end of the billing period. There may be a minimum annual fee.
Location
3825 Pga Blvd, Suite 1005, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
April 2009Employment History
Current Registrations
Spirepoint Private Client, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
American Express Financial Advisors, INC.
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Strong Investments, 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.