RG
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Ronald Goldberg
38 Years of Experience
Overland Park, KS
1 Disclosure
Ronald Goldberg is a registered investment advisor at Investors Advisory Services INC, based in Overland Park, KS, with 38 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 11 clients with $2.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$266K average
Assets Under Management
$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be waived or discounted for specific charities, family members, or clients with large accounts or special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7007 College Blvd, Suite 260, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2014Final
Employment History
Current Registrations
Investors Advisory Services INC
August 1987 - Present · 38 yrs 8 mos
State Registrations1 state
KS
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.