RD
CFA
RD
CFA

Ronald Doyle

8 Years of Experience
Livonia, MI

Ronald Doyle is a CFA-designated registered investment advisor at Meadowbrook Investment Advisors LLC, based in Livonia, MI, with 8 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $3.0M0.70%
$3.0M - $10.0M0.50%
$10M+0.50%

Fees are negotiable for amounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17199 N. Laurel Park Drive, Suite 311, Livonia, MI, 48152

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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.

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Other Business Activities

Ronald owns a ski in/ski out rental condo in Park City, Utah. This activity is not investment-related.

Employment History
Current Registrations
Meadowbrook Investment Advisors LLC
August 2017 - Present · 8 yrs 8 mos
State Registrations1 state
MI
Advisor

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.