Ronald Milone is a CFP-designated registered investment advisor at Heritage Capital, LLC, based in New Haven, CT, with 25 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 146 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Location
555 Long Wharf Dr., New Haven, CT, 06511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a partner at Marcum, LLP, a certified public accounting firm providing accounting, tax, and consulting services since 2012. He dedicates more than full-time hours to this role, with a significant portion during securities trading hours.
Employment History
Current Registrations
Heritage Capital, LLC
Previous Registrations
Integrated Financial Planning ServicesBroker
Pts Asset Management
Wadsworth Investment CO., INC.Broker
State Registrations1 state
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