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CFP
RS
CFP

Ronald Sauvageau

Intrua Financial
26 Years of Experience
Houston, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ronald Sauvageau is a CFP-designated registered investment advisor at Intrua Financial, based in Houston, TX, with 26 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.

Intrua Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,380 clients
Average Client Portfolio
$517K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

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 may sell non-variable insurance outside of LPL, dedicating minimal time to this activity. He also spends about half his time with Sauvageau Investment Group, LP and Sauvageau Management, LLC, and nearly full-time as an Investment Advisor Representative under the Intrua Financial RIA.

Employment History
Current Registrations
Intrua Financial
October 2015 - Present · 11 yrs
LPL Financial LLCBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2009 - July 2018 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2003 - June 2009 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - June 2009 · 5 yrs 9 mos
Morgan Stanley
May 2001 - September 2003 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 2000 - September 2003 · 3 yrs 2 mos
State Registrations29 states
ALARAZCACOCTDEFLGAILINLAMNMOMTNCNDNMNVOHOKORPASCSDTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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