Ronald Phillips is a registered investment advisor at Century Investments, based in Pueblo, CO, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Clients that elect to utilize options as part of their investment management strategy on the Investment Advisory Agreement may be charged up to 2.00%.
Fee Estimator
Location
2099 W. Us Highway 50 #130-C, Pueblo, CO, 81008
Get directionsHistory
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 is a publisher for Evergrowth Media LLC, dedicating minimal time to the activity. He is also an independent insurance agent for Century Insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Century Investments
Previous Registrations
Century Investments
Century Investments
Century Securities Associates, INC.Broker
Century Securities Associates INC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Dean Witter Reynolds 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.