Ronald Doweidt is a registered investment advisor at San Blas Advisory, INC., based in Naperville, IL, with 23 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. Their firm serves 665 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
665 clients
Average Client Portfolio
$329K average
Assets Under Management
$218.9M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Total fees for all programs will not exceed 4%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Naperville, IL
Get directionsHistory
Regulatory History (1)
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Financial
March 2021Final
Employment History
Current Registrations
San Blas Advisory, INC.
April 2022 - Present · 4 yrs
Previous Registrations
Prosperity Wealth Management, INC.
September 2021 - January 2022 · 4 mos
Brokers Financial
November 2018 - June 2021 · 2 yrs 7 mos
Investment Advisors CORP
September 2012 - October 2018 · 6 yrs 1 mo
Ausdal Financial Partners, INC.
May 2010 - August 2012 · 2 yrs 3 mos
LPL Financial Corporation
October 2005 - May 2010 · 4 yrs 7 mos
Morgan Stanley
March 2002 - August 2005 · 3 yrs 5 mos
State Registrations1 state
IL
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.